SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$482K
3
+$471K
4
GEV icon
GE Vernova
GEV
+$321K
5
AMZN icon
Amazon
AMZN
+$308K

Top Sells

1
+$4.16M
2
+$3.47M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$602K

Sector Composition

1 Technology 20.99%
2 Healthcare 16.5%
3 Consumer Staples 13.83%
4 Financials 11.6%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$497K 0.09%
1,670
-25
102
$488K 0.09%
4,470
103
– –
0
104
$405K 0.07%
13,999
+100
105
$403K 0.07%
5,145
106
$378K 0.07%
864
+10
107
$350K 0.06%
5,875
-315
108
$347K 0.06%
3,563
-94
109
$346K 0.06%
1,103
-10
110
– –
0
111
$336K 0.06%
1,607
+23
112
$327K 0.06%
1,970
-100
113
$321K 0.06%
5,060
-1,343
114
$317K 0.06%
964
-75
115
$315K 0.06%
935
+10
116
$293K 0.05%
4,050
117
$267K 0.05%
5,186
118
$259K 0.05%
6,400
119
$251K 0.05%
2,436
-5
120
$251K 0.05%
2,690
121
$248K 0.05%
4,755
-1,715
122
$244K 0.05%
3,747
123
– –
0
124
$238K 0.04%
359
+17
125
$236K 0.04%
+867
2 3 4
5
6