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
$542M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$482K
3
+$471K
4
GEV icon
GE Vernova
GEV
+$321K
5
AMZN icon
Amazon
AMZN
+$308K

Top Sells

1
+$4.16M
2
+$3.47M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$602K

Sector Composition

1 Technology 20.99%
2 Healthcare 16.5%
3 Consumer Staples 13.83%
4 Financials 11.6%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.27%
6,243
-30
77
$1.35M 0.25%
9,690
-30
78
$1.35M 0.25%
32,071
-1,325
79
$1.3M 0.24%
21,328
+1,500
80
$1.27M 0.23%
16,521
-970
81
$1.22M 0.23%
1,483
+5
82
$1.1M 0.2%
4,969
+861
83
$1.08M 0.2%
+34,750
84
$947K 0.17%
3,530
+3
85
– –
0
86
$799K 0.15%
4,454
87
$784K 0.14%
2,770
-35
88
$712K 0.13%
2,359
+3
89
$698K 0.13%
11,307
90
$653K 0.12%
15,654
91
$646K 0.12%
2,073
-100
92
$621K 0.11%
1,137
93
$610K 0.11%
4,205
+1,390
94
$606K 0.11%
2,291
95
$588K 0.11%
1,926
+1,050
96
$560K 0.1%
8,829
97
$553K 0.1%
7,700
98
$549K 0.1%
9,025
-405
99
– –
0
100
$515K 0.1%
8,596
2 3
4
5 6