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
$523M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.34M
3
+$410K
4
FI icon
Fiserv
FI
+$290K
5
AVGO icon
Broadcom
AVGO
+$209K

Top Sells

1
+$3.97M
2
+$3.03M
3
+$2.86M
4
SWK icon
Stanley Black & Decker
SWK
+$455K
5
BA icon
Boeing
BA
+$379K

Sector Composition

1 Technology 22.53%
2 Healthcare 16.72%
3 Consumer Staples 13.46%
4 Financials 10.65%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.26%
+51,215
77
$1.14M 0.22%
5,045
+475
78
$912K 0.17%
3,548
-13
79
$889K 0.17%
21,417
-371
80
$850K 0.16%
14,165
-215
81
$813K 0.16%
14,800
82
$707K 0.14%
2,263
-40
83
$689K 0.13%
14,500
-2,123
84
$669K 0.13%
3,220
85
$650K 0.12%
20,990
-854
86
$636K 0.12%
3,960
+1,300
87
$631K 0.12%
9,720
-870
88
$623K 0.12%
15,654
-516
89
$622K 0.12%
4,490
90
$588K 0.11%
2,306
91
$576K 0.11%
9,132
92
$532K 0.1%
2,615
93
$527K 0.1%
6,993
-439
94
$512K 0.1%
8,671
-2,677
95
$501K 0.1%
9,115
-1,309
96
$470K 0.09%
1,040
+4
97
$470K 0.09%
1,745
98
$462K 0.09%
7,785
-10
99
$457K 0.09%
4,782
-552
100
$411K 0.08%
5,797
-925
2 3
4
5 6