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

Top Buys

1
+$1.23M
2
+$1.18M
3
+$427K
4
FISV
Fiserv Inc
FISV
+$294K
5
MDLZ icon
Mondelez International
MDLZ
+$214K

Top Sells

1
+$501K
2
+$379K
3
+$329K
4
AXP icon
American Express
AXP
+$283K
5
ADBE icon
Adobe
ADBE
+$276K

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
$1.14M 0.22%
5,045
+475
77
$912K 0.17%
3,548
-13
78
$889K 0.17%
21,417
-371
79
$850K 0.16%
14,165
-215
80
$813K 0.16%
14,800
81
$707K 0.14%
2,263
-40
82
$689K 0.13%
14,500
-2,123
83
$669K 0.13%
3,220
84
$650K 0.12%
20,990
-854
85
$636K 0.12%
3,960
+1,300
86
$631K 0.12%
9,720
-870
87
$623K 0.12%
15,654
-516
88
$622K 0.12%
4,490
89
$588K 0.11%
2,306
90
$576K 0.11%
9,132
91
$532K 0.1%
2,615
92
$527K 0.1%
6,993
-439
93
$512K 0.1%
8,671
-2,677
94
$501K 0.1%
8,102
-1,164
95
$470K 0.09%
1,040
+4
96
$470K 0.09%
1,745
97
$462K 0.09%
7,785
-10
98
$457K 0.09%
4,782
-552
99
$411K 0.08%
5,797
-925
100
$410K 0.08%
+1,239
2 3
4
5 6