SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.12M
3
+$1.99M
4
SYY icon
Sysco
SYY
+$756K
5
APD icon
Air Products & Chemicals
APD
+$749K

Top Sells

1
+$502K
2
+$309K
3
+$272K
4
OGN icon
Organon & Co
OGN
+$245K
5
ABT icon
Abbott
ABT
+$233K

Sector Composition

1 Healthcare 17.71%
2 Consumer Staples 15.97%
3 Technology 15.2%
4 Financials 12.34%
5 Industrials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.29%
2,870
77
$1.21M 0.27%
4,721
+2,924
78
$1.18M 0.26%
5,310
+30
79
$1.09M 0.24%
25,325
80
$1.08M 0.24%
14,198
+433
81
$1.08M 0.24%
16,354
82
$983K 0.22%
1,707
+83
83
$975K 0.22%
20,988
+198
84
$954K 0.21%
17,520
-81
85
$889K 0.2%
10,200
+200
86
$811K 0.18%
4,140
+50
87
$765K 0.17%
3,631
-1,076
88
$690K 0.15%
16,252
89
$682K 0.15%
3,208
-100
90
$679K 0.15%
3,024
+137
91
$649K 0.14%
31,836
-1,668
92
$603K 0.13%
3,721
93
$567K 0.13%
3,729
94
$529K 0.12%
10,217
-100
95
$524K 0.12%
6,374
-67
96
$513K 0.11%
10,700
97
$437K 0.1%
3,288
-428
98
$404K 0.09%
2,327
-50
99
$399K 0.09%
1,055
-10
100
$398K 0.09%
5,700
2 3
4
5 6