SIG

Sky Investment Group Portfolio holdings

AUM $583M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$596M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.16M
3
+$673K
4
KD icon
Kyndryl
KD
+$662K
5
UBER icon
Uber
UBER
+$337K

Top Sells

1
+$1.29M
2
+$1.15M
3
+$1.12M
4
ABBV icon
AbbVie
ABBV
+$452K
5
MA icon
Mastercard
MA
+$393K

Sector Composition

1 Technology 25.38%
2 Healthcare 14.1%
3 Financials 11.85%
4 Consumer Staples 11.73%
5 Industrials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.24%
29,902
-575
77
$1.44M 0.24%
17,244
-12,321
78
$1.4M 0.23%
41,791
-200
79
$1.35M 0.23%
2,198
80
$1.18M 0.2%
3,160
+275
81
$1.12M 0.19%
1,473
82
$978K 0.16%
4,602
+70
83
$974K 0.16%
7,551
+802
84
$946K 0.16%
12,724
-1,960
85
$934K 0.16%
1,173
86
$928K 0.16%
4,535
-10
87
$907K 0.15%
3,827
+232
88
– –
0
89
$861K 0.14%
19,090
-3,238
90
$808K 0.14%
15,654
91
$774K 0.13%
11,306
92
$677K 0.11%
2,397
93
$672K 0.11%
21,400
-7,045
94
$645K 0.11%
7,700
95
$641K 0.11%
+8,785
96
$640K 0.11%
2,291
97
$623K 0.1%
6,362
+3,600
98
– –
0
99
$550K 0.09%
1,970
100
$543K 0.09%
1,923
-50
2 3
4
5 6