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
$523M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.34M
3
+$410K
4
FI icon
Fiserv
FI
+$290K
5
AVGO icon
Broadcom
AVGO
+$209K

Top Sells

1
+$3.97M
2
+$3.03M
3
+$2.86M
4
SWK icon
Stanley Black & Decker
SWK
+$455K
5
BA icon
Boeing
BA
+$379K

Sector Composition

1 Technology 22.53%
2 Healthcare 16.72%
3 Consumer Staples 13.46%
4 Financials 10.65%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$410K 0.08%
+1,239
102
– –
0
103
$392K 0.08%
4,470
-647
104
– –
0
105
$375K 0.07%
5,085
+500
106
$365K 0.07%
2,100
107
$348K 0.07%
4,050
-200
108
$345K 0.07%
2,675
109
$331K 0.06%
12,407
+350
110
$330K 0.06%
1,470
111
$326K 0.06%
844
112
$325K 0.06%
1,173
-100
113
$324K 0.06%
985
-50
114
$290K 0.06%
+1,945
115
$264K 0.05%
1,670
116
$254K 0.05%
7,700
117
$244K 0.05%
2,530
-260
118
$235K 0.04%
1,178
-400
119
$235K 0.04%
4,042
-407
120
$232K 0.04%
1,960
121
$226K 0.04%
5,186
122
$204K 0.04%
+900
123
– –
-1,232
124
– –
-951
125
– –
0
2 3 4
5
6