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
$363M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.95M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.68M
5
AAPL icon
Apple
AAPL
+$2.63M

Top Sells

1
+$1.16M
2
+$288K
3
+$273K
4
AWF
AllianceBernstein Global High Income Fund
AWF
+$208K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$108K

Sector Composition

1 Healthcare 19.83%
2 Consumer Staples 18.35%
3 Technology 14.96%
4 Industrials 12.02%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.07%
3,721
102
$262K 0.07%
5,024
+100
103
$259K 0.07%
2,497
+75
104
$244K 0.07%
+2,987
105
$242K 0.07%
4,000
106
$237K 0.07%
6,145
-225
107
$229K 0.06%
1,349
+30
108
$207K 0.06%
1,030
+15
109
$94K 0.03%
3,012
+321
110
– –
-11,000
1 2 3 4
5