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
$394M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$714K
3
+$562K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$452K
5
BDX icon
Becton Dickinson
BDX
+$386K

Top Sells

1
+$911K
2
+$883K
3
+$686K
4
FTV icon
Fortive
FTV
+$579K
5
ABBV icon
AbbVie
ABBV
+$550K

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
$298K 0.08%
4,100
+100
102
$295K 0.07%
3,020
103
$294K 0.07%
2,512
+15
104
$288K 0.07%
2,625
105
$281K 0.07%
1,065
+35
106
$268K 0.07%
+8,021
107
$259K 0.07%
1,372
+23
108
$256K 0.07%
+5,300
109
$245K 0.06%
4,874
-150
110
$230K 0.06%
+1,511
111
$221K 0.06%
+7,336
112
$218K 0.06%
+5,150
113
$206K 0.05%
+1,220
114
$202K 0.05%
4,936
-1,209
115
$173K 0.04%
3,212
+200
116
– –
-40,000
1 2 3 4
5