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
$423M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$489K
3
+$483K
4
ABBV icon
AbbVie
ABBV
+$421K
5
UNH icon
UnitedHealth
UNH
+$362K

Top Sells

1
+$345K
2
+$300K
3
+$218K
4
UL icon
Unilever
UL
+$218K
5
VZ icon
Verizon
VZ
+$201K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 17.4%
3 Technology 13.59%
4 Financials 11.13%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$356K 0.08%
1,036
-50
102
$330K 0.08%
8,004
+1,245
103
$328K 0.08%
4,189
-107
104
$294K 0.07%
1,410
+70
105
$290K 0.07%
2,891
-1,270
106
$283K 0.07%
5,986
-100
107
$280K 0.07%
4,500
+20
108
$266K 0.06%
2,018
+72
109
$260K 0.06%
8,110
-2,100
110
$258K 0.06%
10,507
+1,297
111
$233K 0.06%
1,960
-475
112
$230K 0.05%
3,090
-225
113
$226K 0.05%
+2,703
114
$220K 0.05%
+1,103
115
$215K 0.05%
2,771
+71
116
$211K 0.05%
+4,050
1 2 3 4
5