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
$189M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.61M
3
+$1.43M
4
TE
TECO ENERGY INC
TE
+$792K
5
YHOO
Yahoo Inc
YHOO
+$672K

Top Sells

1
+$1.71M
2
+$1.33M
3
+$1.31M
4
BHP icon
BHP
BHP
+$315K
5
NKE icon
Nike
NKE
+$216K

Sector Composition

1 Consumer Staples 20.99%
2 Industrials 18.95%
3 Healthcare 14.56%
4 Energy 10.6%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.87M 4.16%
94,587
+540
2
$6.32M 3.34%
78,805
+575
3
$6.14M 3.25%
65,811
+750
4
$6.11M 3.23%
62,721
+665
5
$5.98M 3.17%
85,684
+398
6
$5.82M 3.08%
74,370
+1,165
7
$5.32M 2.81%
135,557
+950
8
$5.14M 2.72%
48,479
+890
9
$4.52M 2.39%
49,218
-310
10
$4.34M 2.3%
75,448
+789
11
$4.21M 2.23%
75,486
-75
12
$4.18M 2.21%
53,749
+920
13
$4.15M 2.2%
34,713
+470
14
$4.07M 2.15%
31,925
+409
15
$3.67M 1.94%
38,641
+165
16
$3.61M 1.91%
26,120
-173
17
$3.53M 1.87%
65,014
+286
18
$3.38M 1.79%
34,930
+287
19
$3.26M 1.73%
34,104
-70
20
$3.19M 1.69%
41,083
+1,712
21
$3.14M 1.66%
22,613
-743
22
$3.11M 1.65%
60,042
-172
23
$3.1M 1.64%
24,826
-35
24
$3.07M 1.63%
69,610
+391
25
$3.07M 1.62%
26,454
+70
1
2 3 4