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
$180M
AUM Growth
-$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$634K
3
+$453K
4
UN
Unilever NV New York Registry Shares
UN
+$405K
5
BLD icon
TopBuild
BLD
+$264K

Top Sells

1
+$2.67M
2
+$769K
3
+$678K
4
EBAY icon
eBay
EBAY
+$455K
5
MAS icon
Masco
MAS
+$350K

Sector Composition

1 Consumer Staples 22.62%
2 Industrials 18.04%
3 Healthcare 14.51%
4 Energy 9.27%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.04M 3.91%
94,618
+31
2
$6.3M 3.51%
79,455
+650
3
$6.25M 3.48%
66,275
+464
4
$5.96M 3.32%
63,846
+1,125
5
$5.46M 3.04%
136,202
+645
6
$5.44M 3.03%
49,920
+1,441
7
$5.34M 2.97%
74,217
-153
8
$4.9M 2.73%
87,528
+1,844
9
$4.3M 2.39%
75,031
-417
10
$4.23M 2.36%
75,421
-65
11
$4.07M 2.27%
49,483
+265
12
$3.94M 2.19%
53,112
-637
13
$3.92M 2.18%
32,404
+479
14
$3.73M 2.08%
37,896
-745
15
$3.62M 2.02%
35,556
+843
16
$3.49M 1.94%
29,430
+22,906
17
$3.48M 1.94%
26,906
+786
18
$3.47M 1.93%
35,200
+270
19
$3.28M 1.83%
73,472
+1,585
20
$3.21M 1.79%
72,585
+2,975
21
$3.11M 1.73%
25,531
+705
22
$3.08M 1.71%
65,255
+241
23
$3.06M 1.7%
43,953
+2,870
24
$3.03M 1.69%
33,973
-131
25
$2.92M 1.63%
27,121
+667
1
2 3 4