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

Top Buys

1
+$761K
2
+$327K
3
+$323K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$305K
5
ABBV icon
AbbVie
ABBV
+$226K

Top Sells

1
+$405K
2
+$398K
3
+$371K
4
MCD icon
McDonald's
MCD
+$368K
5
ABT icon
Abbott
ABT
+$361K

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
$339K 0.08%
1,402
+27
102
$336K 0.08%
9,417
103
$323K 0.08%
1,086
+31
104
$311K 0.07%
5,100
105
$307K 0.07%
4,343
-834
106
$285K 0.07%
2,240
+5
107
$274K 0.07%
2,435
108
$272K 0.07%
3,330
+200
109
$266K 0.06%
12,667
+261
110
$264K 0.06%
10,210
111
$257K 0.06%
6,086
112
$249K 0.06%
6,359
+200
113
$244K 0.06%
2,724
+286
114
$235K 0.06%
4,050
115
$227K 0.05%
8,809
+400
116
$216K 0.05%
2,071
117
$208K 0.05%
2,682
+111
118
$202K 0.05%
4,839
119
$202K 0.05%
1,578
120
– –
-995
121
– –
-3,835
122
– –
-2,675
123
– –
-3,600
1 2 3 4
5