SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$685K
3
+$568K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$434K
5
BDX icon
Becton Dickinson
BDX
+$369K

Top Sells

1
+$877K
2
+$829K
3
+$682K
4
FTV icon
Fortive
FTV
+$558K
5
OTIS icon
Otis Worldwide
OTIS
+$509K

Sector Composition

1 Healthcare 19.17%
2 Consumer Staples 17.73%
3 Technology 14.85%
4 Industrials 12.5%
5 Financials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$295K 0.07%
3,020
102
$294K 0.07%
2,512
+15
103
$288K 0.07%
2,625
104
$281K 0.07%
1,065
+35
105
$268K 0.07%
+8,021
106
$259K 0.07%
1,372
+23
107
$256K 0.07%
+5,300
108
$245K 0.06%
4,874
-150
109
$230K 0.06%
+1,511
110
$221K 0.06%
+7,336
111
$218K 0.06%
+5,150
112
$206K 0.05%
+1,220
113
$202K 0.05%
4,936
-1,209
114
$173K 0.04%
3,212
+200
115
– –
-40,000
1 2 3 4
5