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
$418M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$358K
3
+$358K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$330K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235K

Top Sells

1
+$462K
2
+$410K
3
+$406K
4
ABT icon
Abbott
ABT
+$378K
5
MCD icon
McDonald's
MCD
+$367K

Sector Composition

1 Healthcare 19.36%
2 Consumer Staples 17.63%
3 Technology 14.25%
4 Industrials 10.97%
5 Financials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$336K 0.08%
9,417
102
$323K 0.08%
1,086
+31
103
$311K 0.07%
5,100
104
$307K 0.07%
4,343
-834
105
$285K 0.07%
4,480
+10
106
$274K 0.07%
2,435
107
$272K 0.07%
3,330
+200
108
$266K 0.06%
12,667
+261
109
$264K 0.06%
10,210
110
$257K 0.06%
6,086
111
$249K 0.06%
6,359
+200
112
$244K 0.06%
2,724
+286
113
$235K 0.06%
4,050
114
$227K 0.05%
8,809
+400
115
$216K 0.05%
2,071
116
$208K 0.05%
2,682
+111
117
$202K 0.05%
4,839
118
$202K 0.05%
1,578
119
– –
-2,675
120
– –
-3,600
121
– –
-3,835
122
– –
-995
1 2 3 4
5