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
$444M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.35M
3
+$738K
4
OGN icon
Organon & Co
OGN
+$267K
5
ECL icon
Ecolab
ECL
+$266K

Top Sells

1
+$895K
2
+$616K
3
+$559K
4
AXP icon
American Express
AXP
+$358K
5
ABT icon
Abbott
ABT
+$327K

Sector Composition

1 Healthcare 17.81%
2 Consumer Staples 16.22%
3 Technology 15.26%
4 Industrials 13.26%
5 Financials 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.08%
12,470
-534
102
$342K 0.08%
4,874
103
$338K 0.08%
2,810
+925
104
$330K 0.07%
3,907
105
$325K 0.07%
6,086
106
$323K 0.07%
2,820
-200
107
$312K 0.07%
2,514
108
$301K 0.07%
6,641
-100
109
$295K 0.07%
1,366
110
$295K 0.07%
4,100
111
$277K 0.06%
2,625
112
$272K 0.06%
6,150
-120
113
$254K 0.06%
1,105
114
$247K 0.06%
1,728
115
$245K 0.06%
+8,104
116
$230K 0.05%
1,250
117
$228K 0.05%
5,878
-345
118
$219K 0.05%
4,586
-125
119
$219K 0.05%
+2,675
120
$202K 0.05%
+1,158
1 2 3 4
5