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
$520M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$548K
3
+$446K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$426K
5
PANW icon
Palo Alto Networks
PANW
+$230K

Top Sells

1
+$415K
2
+$263K
3
+$257K
4
VLTO icon
Veralto
VLTO
+$256K
5
BDX icon
Becton Dickinson
BDX
+$207K

Sector Composition

1 Technology 19.66%
2 Healthcare 17.79%
3 Consumer Staples 13.78%
4 Financials 11.27%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.21%
3,561
-25
77
$969K 0.19%
14,380
-175
78
$965K 0.19%
21,844
-1,100
79
$905K 0.17%
11,348
-724
80
$897K 0.17%
10,590
-290
81
$894K 0.17%
14,800
-300
82
$830K 0.16%
16,623
83
$698K 0.13%
7,432
-440
84
$669K 0.13%
4,490
-6
85
$666K 0.13%
3,220
86
$655K 0.13%
2,303
87
$613K 0.12%
16,170
88
$602K 0.12%
2,615
89
$598K 0.12%
2,306
90
$531K 0.1%
9,132
-125
91
$523K 0.1%
9,266
-235
92
$516K 0.1%
6,722
-360
93
$473K 0.09%
5,334
-3,084
94
$452K 0.09%
7,795
95
$441K 0.08%
5,117
-100
96
$433K 0.08%
1,036
97
$411K 0.08%
1,745
-150
98
$408K 0.08%
4,250
-850
99
$379K 0.07%
1,966
-390
100
$375K 0.07%
1,273
-220
1 2 3
4
5