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
126
$226K 0.04%
2,441
-57
127
$218K 0.04%
1,150
128
– –
0
129
$214K 0.04%
6,987
-23
130
$207K 0.04%
900
131
$205K 0.04%
2,700
132
$202K 0.04%
1,190
+100
133
– –
0
134
– –
-1,178
135
– –
-1,460
136
– –
-801
137
– –
-369
138
– –
0
139
– –
-4,115
140
– –
-1,960
2 3 4 5
6