SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$327K
3
+$323K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$305K
5
ABBV icon
AbbVie
ABBV
+$226K

Top Sells

1
+$405K
2
+$398K
3
+$371K
4
MCD icon
McDonald's
MCD
+$368K
5
ABT icon
Abbott
ABT
+$361K

Sector Composition

1 Healthcare 19.36%
2 Consumer Staples 17.63%
3 Technology 14.25%
4 Industrials 10.97%
5 Financials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$941K 0.23%
9,211
+31
77
$885K 0.21%
4,150
78
$861K 0.21%
5,320
-900
79
$856K 0.2%
21,120
+633
80
$847K 0.2%
5,131
-20
81
$794K 0.19%
9,533
+715
82
$768K 0.18%
2,098
+15
83
$755K 0.18%
5,521
-30
84
$739K 0.18%
17,333
-12
85
$713K 0.17%
10,200
86
$712K 0.17%
13,917
+392
87
$564K 0.13%
2,319
+176
88
$517K 0.12%
1,594
+501
89
$495K 0.12%
15,895
+551
90
$490K 0.12%
2,897
91
$483K 0.12%
7,030
+1,550
92
$457K 0.11%
2,325
+38
93
$450K 0.11%
2,327
-175
94
$416K 0.1%
2,947
+554
95
$406K 0.1%
5,818
-30
96
$393K 0.09%
3,776
+35
97
$392K 0.09%
8,900
98
$389K 0.09%
4,057
99
$381K 0.09%
2,200
+737
100
$374K 0.09%
3,220
-400
1 2 3
4
5