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
$195M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.47M
3
+$1.37M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.09M
5
MO icon
Altria Group
MO
+$911K

Top Sells

1
+$4.34M
2
+$2.1M
3
+$1.13M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.06M
5
QCOM icon
Qualcomm
QCOM
+$975K

Sector Composition

1 Consumer Staples 23.09%
2 Industrials 17.38%
3 Healthcare 15.14%
4 Financials 8.68%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.44M 3.82%
95,463
+845
2
$7M 3.6%
79,655
+200
3
$6.63M 3.4%
64,531
+685
4
$6.56M 3.37%
65,684
-591
5
$6.36M 3.27%
49,950
+30
6
$5.89M 3.02%
74,136
-81
7
$5.84M 3%
136,057
-145
8
$5.33M 2.74%
88,093
+565
9
$4.83M 2.48%
32,353
-51
10
$4.65M 2.39%
74,432
-599
11
$4.63M 2.38%
49,973
+490
12
$4.43M 2.27%
37,471
-425
13
$4.41M 2.27%
76,499
+1,078
14
$4.06M 2.08%
26,990
+84
15
$3.99M 2.05%
71,915
-670
16
$3.73M 1.92%
29,642
+212
17
$3.71M 1.91%
36,226
+670
18
$3.71M 1.91%
53,337
+225
19
$3.42M 1.76%
73,127
-345
20
$3.4M 1.75%
35,340
+140
21
$3.4M 1.75%
67,450
+2,195
22
$3.3M 1.7%
46,168
+2,215
23
$3.27M 1.68%
34,283
+310
24
$3.21M 1.65%
30,127
+1,130
25
$3.19M 1.64%
26,321
+790
1
2 3 4