SIG

Sky Investment Group Portfolio holdings

AUM $583M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$596M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.16M
3
+$673K
4
KD icon
Kyndryl
KD
+$662K
5
UBER icon
Uber
UBER
+$337K

Top Sells

1
+$1.29M
2
+$1.15M
3
+$1.12M
4
ABBV icon
AbbVie
ABBV
+$452K
5
MA icon
Mastercard
MA
+$393K

Sector Composition

1 Technology 25.38%
2 Healthcare 14.1%
3 Financials 11.85%
4 Consumer Staples 11.73%
5 Industrials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
$526K 0.09%
8,819
103
$503K 0.08%
4,470
104
$493K 0.08%
1,079
105
$490K 0.08%
1,605
106
$484K 0.08%
5,070
-150
107
$466K 0.08%
1,103
108
– –
0
109
$435K 0.07%
5,446
-250
110
$431K 0.07%
8,080
-240
111
$420K 0.07%
1,670
112
$406K 0.07%
4,257
-12,257
113
$395K 0.07%
935
114
$364K 0.06%
376
+15
115
$356K 0.06%
15,067
+818
116
$346K 0.06%
3,243
-101
117
$323K 0.05%
2,690
118
$317K 0.05%
2,675
119
$309K 0.05%
4,627
-484
120
$308K 0.05%
5,186
121
$293K 0.05%
6,689
-7,012
122
– –
0
123
$277K 0.05%
920
124
$267K 0.04%
3,830
-230
125
$262K 0.04%
3,100
-150
2 3 4
5
6