SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$766K
2
+$358K
3
+$358K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$330K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235K

Top Sells

1
+$462K
2
+$410K
3
+$406K
4
ABT icon
Abbott
ABT
+$378K
5
MCD icon
McDonald's
MCD
+$367K

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
$885K 0.21%
4,150
77
$861K 0.21%
5,320
-900
78
$856K 0.2%
21,120
+633
79
$847K 0.2%
5,131
-20
80
$794K 0.19%
9,533
+715
81
$768K 0.18%
2,098
+15
82
$755K 0.18%
5,521
-30
83
$739K 0.18%
17,333
-12
84
$713K 0.17%
10,200
85
$712K 0.17%
13,917
+392
86
$564K 0.13%
2,319
+176
87
$517K 0.12%
1,594
+501
88
$495K 0.12%
15,895
+551
89
$490K 0.12%
2,897
90
$483K 0.12%
7,030
+1,550
91
$457K 0.11%
2,325
+38
92
$450K 0.11%
2,327
-175
93
$416K 0.1%
2,947
+554
94
$406K 0.1%
5,818
-30
95
$393K 0.09%
3,776
+35
96
$392K 0.09%
8,900
97
$389K 0.09%
4,057
98
$381K 0.09%
2,200
+737
99
$374K 0.09%
3,220
-400
100
$339K 0.08%
1,402
+27
1 2 3
4
5