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
$384M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$217K
3
+$186K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$148K
5
JPM icon
JPMorgan Chase
JPM
+$142K

Top Sells

1
+$1.98M
2
+$785K
3
+$266K
4
SSNC icon
SS&C Technologies
SSNC
+$235K
5
NEE icon
NextEra Energy
NEE
+$208K

Sector Composition

1 Healthcare 19.82%
2 Consumer Staples 17.11%
3 Technology 14.26%
4 Financials 11.26%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$866K 0.23%
5,320
77
$832K 0.22%
4,270
+120
78
$767K 0.2%
9,232
+21
79
$711K 0.18%
4,946
-185
80
$693K 0.18%
17,333
81
$686K 0.18%
9,631
+98
82
$673K 0.18%
13,920
+6,890
83
$652K 0.17%
5,386
-135
84
$635K 0.17%
13,835
-82
85
$623K 0.16%
10,200
86
$613K 0.16%
2,228
+130
87
$536K 0.14%
2,379
+60
88
$515K 0.13%
1,594
89
$499K 0.13%
5,793
-25
90
$483K 0.13%
16,000
+105
91
$456K 0.12%
2,240
-87
92
$444K 0.12%
2,897
93
$427K 0.11%
2,350
+25
94
$384K 0.1%
4,161
-21,478
95
$379K 0.1%
8,900
96
$375K 0.1%
2,200
97
$374K 0.1%
3,220
98
$367K 0.1%
3,981
+205
99
$362K 0.09%
3,049
+102
100
$351K 0.09%
4,057
1 2 3
4
5