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

Top Buys

1
+$774K
2
+$514K
3
+$490K
4
ABBV icon
AbbVie
ABBV
+$444K
5
UNH icon
UnitedHealth
UNH
+$362K

Top Sells

1
+$332K
2
+$300K
3
+$230K
4
PEP icon
PepsiCo
PEP
+$221K
5
VZ icon
Verizon
VZ
+$211K

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
$361K 0.09%
5,100
102
$356K 0.08%
1,036
-50
103
$330K 0.08%
8,004
+1,245
104
$328K 0.08%
4,189
-107
105
$294K 0.07%
1,410
+70
106
$290K 0.07%
2,891
-1,270
107
$283K 0.07%
5,986
-100
108
$280K 0.07%
2,250
+10
109
$266K 0.06%
2,018
+72
110
$260K 0.06%
8,110
-2,100
111
$258K 0.06%
10,507
+1,297
112
$233K 0.06%
1,960
-475
113
$230K 0.05%
3,090
-225
114
$226K 0.05%
+2,703
115
$220K 0.05%
+1,103
116
$215K 0.05%
2,771
+71
117
$211K 0.05%
+4,050
1 2 3 4
5