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
126
$251K 0.04%
3,747
127
$246K 0.04%
1,225
128
– –
0
129
$235K 0.04%
814
-50
130
$233K 0.04%
4,620
-35
131
$232K 0.04%
1,602
-60
132
$231K 0.04%
2,600
133
$213K 0.04%
6,987
134
$212K 0.04%
2,318
-116
135
$209K 0.04%
900
136
$208K 0.03%
+2,289
137
$203K 0.03%
+2,698
138
$201K 0.03%
+1,075
139
– –
-1,960
2 3 4 5
6