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

Top Buys

1
+$1.8M
2
+$642K
3
+$449K
4
ZTS icon
Zoetis
ZTS
+$403K
5
VLO icon
Valero Energy
VLO
+$210K

Top Sells

1
+$3.53M
2
+$3.16M
3
+$2.55M
4
NVDA icon
NVIDIA
NVDA
+$518K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$409K

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
$1.12M 0.22%
4,570
77
$1.07M 0.21%
3,561
-25
78
$969K 0.19%
14,380
-175
79
$965K 0.19%
21,844
-1,100
80
$905K 0.17%
11,348
-724
81
$897K 0.17%
10,590
-290
82
$894K 0.17%
14,800
-300
83
$830K 0.16%
16,623
84
$698K 0.13%
7,432
-440
85
$669K 0.13%
4,490
-6
86
$666K 0.13%
3,220
87
$655K 0.13%
2,303
88
$613K 0.12%
16,170
89
$602K 0.12%
2,615
90
$598K 0.12%
2,306
91
$531K 0.1%
9,132
-125
92
$523K 0.1%
10,424
-265
93
$516K 0.1%
6,722
-360
94
$473K 0.09%
5,334
-3,084
95
$452K 0.09%
7,795
96
$441K 0.08%
5,117
-100
97
$433K 0.08%
1,036
98
$411K 0.08%
1,745
-150
99
$408K 0.08%
4,250
-850
100
$379K 0.07%
1,966
-390
1 2 3
4
5