SIG
Sky Investment Group Portfolio holdings
AUM
$571M
1-Year Return
15.81%
This Quarter Return
+5.99%
1 Year Return
+15.81%
3 Year Return
+60.69%
5 Year Return
+108.71%
10 Year Return
+226.09%
AUM
$306M
AUM Growth
+$15.2M
(+5.2%)
Cap. Flow
-$1.05M
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
28.59%
Holding
104
New
2
Increased
37
Reduced
52
Closed
4
Top Buys
| 1 |
Gilead Sciences
GILD
|
$295K |
| 2 |
Altria Group
MO
|
$273K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$249K |
| 4 |
Adobe
ADBE
|
$206K |
| 5 |
Duke Energy
DUK
|
$188K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$233K |
| 2 |
LLL
L3 Technologies, Inc.
LLL
|
$231K |
| 3 |
eBay
EBAY
|
$219K |
| 4 |
RTX Corp
RTX
|
$203K |
| 5 |
Cencora
COR
|
$158K |
Sector Composition
| 1 | Consumer Staples | 20.59% |
| 2 | Healthcare | 16.58% |
| 3 | Industrials | 13.63% |
| 4 | Financials | 12.52% |
| 5 | Technology | 11.44% |