SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$720K
3
+$664K
4
FISV
Fiserv Inc
FISV
+$307K
5
UNH icon
UnitedHealth
UNH
+$292K

Top Sells

1
+$3.98M
2
+$3.91M
3
+$3.41M
4
MSFT icon
Microsoft
MSFT
+$1.3M
5
CMCSA icon
Comcast
CMCSA
+$896K

Sector Composition

1 Technology 25.02%
2 Healthcare 13.92%
3 Consumer Staples 12.74%
4 Financials 11.9%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.27%
41,991
+1
77
$1.43M 0.25%
6,208
-35
78
$1.38M 0.24%
30,477
-1,594
79
$1.16M 0.2%
6,749
+1,780
80
$1.16M 0.2%
2,198
+272
81
$1.15M 0.2%
1,473
-10
82
$1.09M 0.19%
36,030
+1,280
83
$1.03M 0.18%
22,328
+1,000
84
$1.03M 0.18%
2,885
+2,018
85
$1.02M 0.18%
28,445
-25,103
86
$995K 0.17%
14,684
-1,837
87
$980K 0.17%
3,595
+65
88
$964K 0.17%
4,532
+78
89
– –
0
90
$832K 0.15%
4,545
+340
91
$830K 0.15%
1,173
+36
92
$784K 0.14%
11,306
-1
93
$741K 0.13%
15,654
94
$694K 0.12%
2,397
+38
95
$664K 0.12%
+13,701
96
$645K 0.11%
8,819
-10
97
$617K 0.11%
7,700
98
$613K 0.11%
2,291
99
$551K 0.1%
1,973
-100
100
– –
0
2 3
4
5 6