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
$557M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.08M
3
+$1.01M
4
KD icon
Kyndryl
KD
+$641K
5
EMR icon
Emerson Electric
EMR
+$380K

Top Sells

1
+$3.91M
2
+$3.12M
3
+$3.08M
4
INTC icon
Intel
INTC
+$650K
5
SWK icon
Stanley Black & Decker
SWK
+$547K

Sector Composition

1 Technology 21.48%
2 Healthcare 16.83%
3 Consumer Staples 13.58%
4 Financials 11%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$454K 0.08%
1,695
-50
102
$440K 0.08%
7,790
+5
103
– –
0
104
$411K 0.07%
2,290
+345
105
$386K 0.07%
1,114
-125
106
$384K 0.07%
854
+10
107
$383K 0.07%
985
108
$360K 0.06%
1,113
-60
109
$359K 0.06%
2,070
-30
110
$359K 0.06%
4,050
111
$358K 0.06%
1,503
+33
112
– –
0
113
$333K 0.06%
5,145
+60
114
$330K 0.06%
2,675
115
$321K 0.06%
13,407
+1,000
116
$315K 0.06%
4,042
117
– –
0
118
$293K 0.05%
7,100
-600
119
– –
0
120
$260K 0.05%
2,498
-32
121
$259K 0.05%
4,115
-4,556
122
– –
0
123
$242K 0.04%
5,186
124
– –
0
125
– –
0
2 3 4
5
6