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
$168M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$732K
3
+$627K
4
QCOM icon
Qualcomm
QCOM
+$154K
5
WPP icon
WPP
WPP
+$114K

Top Sells

1
+$1.29M
2
+$1.13M
3
+$1.03M
4
JNJ icon
Johnson & Johnson
JNJ
+$936K
5
RTX icon
RTX Corp
RTX
+$919K

Sector Composition

1 Consumer Staples 21.29%
2 Industrials 17.14%
3 Healthcare 12.62%
4 Energy 10.99%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.13M 4.83%
80,745
-12,863
2
$6M 3.56%
71,111
-7,425
3
$5.5M 3.27%
52,545
-8,949
4
$5.27M 3.13%
59,036
-6,338
5
$5.17M 3.07%
122,047
-11,567
6
$5.16M 3.07%
71,063
-12,652
7
$5.04M 3%
64,198
-9,880
8
$4.64M 2.76%
43,544
-6,009
9
$4.27M 2.54%
48,761
-4,382
10
$4.22M 2.51%
44,462
-5,426
11
$4.16M 2.47%
31,340
-3,207
12
$3.92M 2.33%
31,154
-4,113
13
$3.74M 2.22%
70,604
-4,423
14
$3.66M 2.18%
36,339
-2,220
15
$3.62M 2.15%
68,851
-5,595
16
$3.16M 1.88%
57,166
-5,472
17
$3.12M 1.85%
23,890
-2,597
18
$3.1M 1.84%
36,740
-2,331
19
$2.98M 1.77%
23,448
-1,690
20
$2.98M 1.77%
29,060
-3,124
21
$2.98M 1.77%
24,013
-1,115
22
$2.97M 1.77%
56,863
-2,989
23
$2.91M 1.73%
43,886
-2,461
24
$2.91M 1.73%
40,949
-5,852
25
$2.87M 1.7%
24,846
-2,981
1
2 3