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
$546M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$699K
3
+$532K
4
TMO icon
Thermo Fisher Scientific
TMO
+$490K
5
AMAT icon
Applied Materials
AMAT
+$458K

Top Sells

1
+$4.16M
2
+$3.4M
3
+$3.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$608K

Sector Composition

1 Technology 23.26%
2 Healthcare 15.6%
3 Consumer Staples 12.86%
4 Financials 11.77%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$458K 0.08%
8,596
-3,200
102
$412K 0.08%
4,470
103
$409K 0.07%
2,070
104
$395K 0.07%
854
105
$388K 0.07%
1,113
106
$381K 0.07%
5,145
107
$372K 0.07%
3,657
-458
108
$357K 0.07%
6,470
-1,780
109
$355K 0.07%
13,899
+492
110
$351K 0.06%
6,190
-2,000
111
– –
0
112
$346K 0.06%
4,537
-1,060
113
$342K 0.06%
925
-60
114
$333K 0.06%
1,584
+81
115
$320K 0.06%
3,747
-295
116
$311K 0.06%
2,675
117
$310K 0.06%
4,050
118
$288K 0.05%
+876
119
$287K 0.05%
1,039
-75
120
$286K 0.05%
5,186
121
$274K 0.05%
6,400
-700
122
– –
0
123
$240K 0.04%
+269
124
– –
0
125
$237K 0.04%
+342
2 3 4
5
6