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
$546M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$699K
3
+$532K
4
TMO icon
Thermo Fisher Scientific
TMO
+$490K
5
AMAT icon
Applied Materials
AMAT
+$458K

Top Sells

1
+$4.16M
2
+$3.4M
3
+$3.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$608K

Sector Composition

1 Technology 23.26%
2 Healthcare 15.6%
3 Consumer Staples 12.86%
4 Financials 11.77%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.29%
33,396
-775
77
$1.47M 0.27%
42,765
78
$1.43M 0.26%
6,273
+954
79
$1.4M 0.26%
17,491
-4,723
80
$1.18M 0.22%
3,527
-15
81
$1.14M 0.21%
1,478
-25
82
$1.12M 0.21%
19,828
+1,370
83
– –
0
84
$844K 0.15%
4,108
+1,818
85
$794K 0.15%
4,454
-25
86
$688K 0.13%
15,654
87
$672K 0.12%
2,805
-15
88
$669K 0.12%
11,307
89
$651K 0.12%
1,137
+127
90
$651K 0.12%
2,356
+95
91
$644K 0.12%
9,430
-175
92
$603K 0.11%
8,829
-195
93
– –
0
94
$566K 0.1%
2,173
95
$552K 0.1%
2,291
-274
96
$541K 0.1%
7,700
-90
97
$485K 0.09%
6,403
-480
98
– –
0
99
$467K 0.09%
1,695
100
$458K 0.08%
+2,815
2 3
4
5 6