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
$496M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$562K
3
+$457K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$295K
5
META icon
Meta Platforms (Facebook)
META
+$229K

Top Sells

1
+$765K
2
+$357K
3
+$349K
4
MO icon
Altria Group
MO
+$201K
5
XOM icon
Exxon Mobil
XOM
+$187K

Sector Composition

1 Healthcare 18.04%
2 Consumer Staples 15.93%
3 Technology 15.82%
4 Industrials 11.93%
5 Financials 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$384K 0.08%
3,195
+420
102
$372K 0.08%
3,620
-25
103
$361K 0.07%
4,057
+150
104
$344K 0.07%
1,503
105
$340K 0.07%
6,086
106
$335K 0.07%
2,520
107
$332K 0.07%
4,050
108
$322K 0.07%
4,839
-35
109
$320K 0.06%
2,393
-895
110
$307K 0.06%
1,678
-50
111
$307K 0.06%
10,610
-850
112
$305K 0.06%
2,026
-680
113
$302K 0.06%
1,093
114
$299K 0.06%
6,224
115
$299K 0.06%
2,435
-190
116
$295K 0.06%
+3,800
117
$290K 0.06%
1,358
-8
118
$265K 0.05%
6,115
-60
119
$257K 0.05%
995
-17
120
$250K 0.05%
2,413
-67
121
$246K 0.05%
2,675
122
$240K 0.05%
2,571
-31
123
$239K 0.05%
2,096
124
$234K 0.05%
12,604
-19,232
125
$218K 0.04%
1,080
-170
2 3 4
5
6