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
$557M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$936K
4
KD icon
Kyndryl
KD
+$680K
5
EMR icon
Emerson Electric
EMR
+$373K

Top Sells

1
+$650K
2
+$523K
3
+$511K
4
SWK icon
Stanley Black & Decker
SWK
+$477K
5
BALL icon
Ball Corp
BALL
+$375K

Sector Composition

1 Technology 21.48%
2 Healthcare 16.83%
3 Consumer Staples 13.58%
4 Financials 11%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.25%
+6,578
77
$1.33M 0.24%
1,503
78
$1.31M 0.24%
5,319
+274
79
– –
0
80
$969K 0.17%
3,542
-6
81
$955K 0.17%
18,458
-2,959
82
$860K 0.15%
9,605
-115
83
$746K 0.13%
11,796
-3,004
84
$726K 0.13%
9,024
-108
85
$716K 0.13%
2,820
-400
86
$700K 0.13%
2,173
-90
87
$671K 0.12%
4,479
-11
88
$652K 0.12%
2,261
-45
89
$621K 0.11%
15,654
90
$608K 0.11%
6,883
-110
91
– –
0
92
$602K 0.11%
11,307
-3,193
93
$601K 0.11%
2,565
-50
94
$560K 0.1%
8,250
-5,915
95
$532K 0.1%
7,280
-822
96
$500K 0.09%
1,010
-30
97
$461K 0.08%
5,597
-200
98
$460K 0.08%
4,115
-667
99
$459K 0.08%
4,470
100
$454K 0.08%
1,695
-50
2 3
4
5 6