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
$215M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.13M
3
+$229K
4
COF icon
Capital One
COF
+$222K
5
CI icon
Cigna
CI
+$222K

Top Sells

1
+$1.18M
2
+$495K
3
+$482K
4
JCI icon
Johnson Controls International
JCI
+$336K
5
BVA
CORDIA BANCORP INC COM
BVA
+$253K

Sector Composition

1 Consumer Staples 22.81%
2 Industrials 17.7%
3 Healthcare 15.24%
4 Financials 8.57%
5 Energy 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.37M 3.89%
95,942
+700
2
$7.74M 3.6%
79,637
+1,090
3
$7.55M 3.51%
63,894
+420
4
$7.19M 3.34%
66,072
+1,115
5
$6.56M 3.05%
73,077
+162
6
$6.4M 2.98%
50,722
+898
7
$5.84M 2.72%
138,033
+2,770
8
$5.8M 2.7%
48,433
-495
9
$5.77M 2.68%
90,184
+1,275
10
$4.87M 2.27%
76,282
+392
11
$4.74M 2.2%
27,009
+422
12
$4.58M 2.13%
32,230
+95
13
$4.39M 2.04%
36,342
-67
14
$4.29M 2%
74,507
-213
15
$4.28M 1.99%
37,096
+877
16
$4.24M 1.97%
28,772
-639
17
$4.06M 1.89%
68,194
+859
18
$3.92M 1.82%
35,800
+485
19
$3.88M 1.8%
55,767
-16,924
20
$3.68M 1.71%
29,954
-110
21
$3.61M 1.68%
117,779
-759
22
$3.61M 1.68%
70,310
-1,164
23
$3.51M 1.63%
102,405
-500
24
$3.44M 1.6%
53,655
+423
25
$3.4M 1.58%
80,284
+5,415
1
2 3 4