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
$423M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$514K
3
+$490K
4
ABBV icon
AbbVie
ABBV
+$444K
5
UNH icon
UnitedHealth
UNH
+$362K

Top Sells

1
+$332K
2
+$300K
3
+$230K
4
PEP icon
PepsiCo
PEP
+$221K
5
VZ icon
Verizon
VZ
+$211K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 17.4%
3 Technology 13.59%
4 Financials 11.13%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.26%
9,233
+1
77
$996K 0.24%
5,226
-160
78
$977K 0.23%
20,670
+315
79
$968K 0.23%
14,950
80
$935K 0.22%
4,515
+245
81
$824K 0.19%
10,081
-119
82
$806K 0.19%
16,909
-424
83
$767K 0.18%
9,254
-377
84
$705K 0.17%
13,795
-125
85
$674K 0.16%
11,810
-2,025
86
$629K 0.15%
4,745
-201
87
$625K 0.15%
2,379
88
$578K 0.14%
1,579
-15
89
$531K 0.13%
16,035
+35
90
$525K 0.12%
2,381
+31
91
$522K 0.12%
2,782
-115
92
$503K 0.12%
2,078
-162
93
$426K 0.1%
5,981
+188
94
$419K 0.1%
2,976
-73
95
$418K 0.1%
3,220
96
$414K 0.1%
4,451
+470
97
$385K 0.09%
4,057
98
$379K 0.09%
9,197
-290
99
$371K 0.09%
8,900
100
$370K 0.09%
2,100
-100
1 2 3
4
5