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
$496M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$562K
3
+$457K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$295K
5
META icon
Meta Platforms (Facebook)
META
+$229K

Top Sells

1
+$765K
2
+$357K
3
+$349K
4
MO icon
Altria Group
MO
+$201K
5
XOM icon
Exxon Mobil
XOM
+$187K

Sector Composition

1 Healthcare 18.04%
2 Consumer Staples 15.93%
3 Technology 15.82%
4 Industrials 11.93%
5 Financials 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.25%
7,928
-25
77
$1.24M 0.25%
13,619
-579
78
$1.15M 0.23%
5,293
-17
79
$1.14M 0.23%
14,854
-1,500
80
$1.1M 0.22%
5,485
-550
81
$1.1M 0.22%
17,345
-175
82
$1.05M 0.21%
5,553
+475
83
$1.04M 0.21%
4,140
84
$1.03M 0.21%
1,819
+112
85
$1M 0.2%
20,733
-255
86
$890K 0.18%
10,200
87
$852K 0.17%
8,818
+5,812
88
$710K 0.14%
3,158
-50
89
$683K 0.14%
15,344
-908
90
$628K 0.13%
2,877
-147
91
$571K 0.12%
3,652
-77
92
$554K 0.11%
10,217
93
$554K 0.11%
6,362
-12
94
$540K 0.11%
3,721
95
$467K 0.09%
9,700
-1,000
96
$457K 0.09%
+4,745
97
$444K 0.09%
2,297
-30
98
$406K 0.08%
2,335
99
$404K 0.08%
1,055
100
$394K 0.08%
5,100
-600
2 3
4
5 6