SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$720K
3
+$664K
4
FISV
Fiserv Inc
FISV
+$307K
5
UNH icon
UnitedHealth
UNH
+$292K

Top Sells

1
+$3.98M
2
+$3.91M
3
+$3.41M
4
MSFT icon
Microsoft
MSFT
+$1.3M
5
CMCSA icon
Comcast
CMCSA
+$896K

Sector Composition

1 Technology 25.02%
2 Healthcare 13.92%
3 Consumer Staples 12.74%
4 Financials 11.9%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$258K 0.05%
2,762
127
$256K 0.04%
1,225
128
$241K 0.04%
2,434
-2
129
$237K 0.04%
+920
130
– –
0
131
$215K 0.04%
2,600
-100
132
$209K 0.04%
6,987
133
$208K 0.04%
+900
134
$205K 0.04%
+1,662
135
$204K 0.04%
+1,960
136
– –
-6,400
137
– –
-3,048
2 3 4 5
6