SIG

Sky Investment Group Portfolio holdings

AUM $583M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$803K
3
+$414K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$358K
5
PM icon
Philip Morris
PM
+$215K

Top Sells

1
+$3.14M
2
+$2.52M
3
+$2.15M
4
UL icon
Unilever
UL
+$1.18M
5
SWK icon
Stanley Black & Decker
SWK
+$431K

Sector Composition

1 Healthcare 18.88%
2 Consumer Staples 16.61%
3 Technology 15.8%
4 Industrials 10.56%
5 Financials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.24%
8,613
-620
77
$1.01M 0.23%
20,634
-36
78
$959K 0.22%
4,765
+250
79
$915K 0.21%
9,850
-231
80
$896K 0.2%
14,950
81
$884K 0.2%
16,909
82
$800K 0.18%
14,515
+720
83
$769K 0.18%
3,851
-894
84
$735K 0.17%
8,837
-417
85
$688K 0.16%
11,710
-100
86
$575K 0.13%
2,379
87
$534K 0.12%
1,554
-25
88
$496K 0.11%
2,078
89
$477K 0.11%
2,782
90
$461K 0.11%
3,220
91
$458K 0.1%
2,360
-21
92
$458K 0.1%
16,000
-35
93
$447K 0.1%
5,888
-93
94
$432K 0.1%
4,496
+45
95
$416K 0.09%
9,087
-110
96
$403K 0.09%
2,100
97
$396K 0.09%
3,024
+48
98
$383K 0.09%
4,207
+150
99
$360K 0.08%
5,100
100
– –
-4,500
1 2 3
4
5