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
$520M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$548K
3
+$446K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$426K
5
PANW icon
Palo Alto Networks
PANW
+$230K

Top Sells

1
+$415K
2
+$263K
3
+$257K
4
VLTO icon
Veralto
VLTO
+$256K
5
BDX icon
Becton Dickinson
BDX
+$207K

Sector Composition

1 Technology 19.66%
2 Healthcare 17.79%
3 Consumer Staples 13.78%
4 Financials 11.27%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
$353K 0.07%
2,660
+280
103
$336K 0.06%
12,057
+100
104
$332K 0.06%
4,585
+1,240
105
$330K 0.06%
1,670
-50
106
$313K 0.06%
1,470
107
$311K 0.06%
1,035
108
$300K 0.06%
844
+40
109
$298K 0.06%
4,449
-325
110
$286K 0.06%
2,100
111
$281K 0.05%
2,675
112
$277K 0.05%
2,790
-150
113
$267K 0.05%
1,578
114
$263K 0.05%
5,186
-500
115
$258K 0.05%
1,960
116
$258K 0.05%
7,700
-1,200
117
$242K 0.05%
951
-102
118
– –
0
119
$215K 0.04%
8,110
120
$210K 0.04%
+1,232
121
$207K 0.04%
+1,460
122
– –
0
123
– –
-4,285
1 2 3 4
5