SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$1.03M
2
+$566K
3
+$563K
4
GEV icon
GE Vernova
GEV
+$366K
5
AMZN icon
Amazon
AMZN
+$352K

Top Sells

1
+$512K
2
+$463K
3
+$378K
4
MKC icon
McCormick & Company Non-Voting
MKC
+$346K
5
TXN icon
Texas Instruments
TXN
+$236K

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
126
– –
0
127
$226K 0.04%
2,700
128
$222K 0.04%
1,225
+75
129
$207K 0.04%
+3,048
130
$206K 0.04%
6,987
131
$201K 0.04%
+2,762
132
– –
-900
133
– –
-1,190
134
– –
0
135
– –
-4,537
2 3 4 5
6