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
$449M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.12M
3
+$1.99M
4
SYY icon
Sysco
SYY
+$756K
5
APD icon
Air Products & Chemicals
APD
+$749K

Top Sells

1
+$502K
2
+$309K
3
+$272K
4
OGN icon
Organon & Co
OGN
+$245K
5
ABT icon
Abbott
ABT
+$233K

Sector Composition

1 Healthcare 17.71%
2 Consumer Staples 15.97%
3 Technology 15.2%
4 Financials 12.34%
5 Industrials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$362K 0.08%
2,706
-130
102
$349K 0.08%
+2,335
103
$340K 0.08%
4,874
104
$331K 0.07%
6,086
105
$329K 0.07%
3,645
-275
106
$321K 0.07%
11,460
-1,010
107
$317K 0.07%
3,907
108
$311K 0.07%
2,480
-34
109
$310K 0.07%
2,775
-35
110
$304K 0.07%
2,625
111
$301K 0.07%
1,503
+345
112
$301K 0.07%
1,366
113
$301K 0.07%
2,520
-300
114
$289K 0.06%
6,224
-417
115
$281K 0.06%
4,050
-50
116
$273K 0.06%
6,175
+297
117
$253K 0.06%
1,093
-12
118
$244K 0.05%
+3,006
119
$240K 0.05%
2,675
120
$223K 0.05%
1,728
121
$216K 0.05%
1,250
122
$206K 0.05%
+2,096
123
$205K 0.05%
+1,012
124
$204K 0.05%
+2,602
125
$201K 0.04%
4,411
-175
2 3 4
5
6