SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$295K
2 +$273K
3 +$249K
4
ADBE icon
Adobe
ADBE
+$206K
5
DUK icon
Duke Energy
DUK
+$188K

Top Sells

1 +$233K
2 +$231K
3 +$219K
4
RTX icon
RTX Corp
RTX
+$203K
5
COR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,105