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
+$483K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.38M
3
+$1.04M
4
KMB icon
Kimberly-Clark
KMB
+$397K
5
WFC icon
Wells Fargo
WFC
+$311K

Top Sells

1
+$1.96M
2
+$1.55M
3
+$913K
4
CVS icon
CVS Health
CVS
+$543K
5
JCI icon
Johnson Controls International
JCI
+$262K

Sector Composition

1 Consumer Staples 23.87%
2 Industrials 17.64%
3 Healthcare 14.54%
4 Financials 10.49%
5 Energy 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.63M 4%
95,607
-335
2
$7.43M 3.45%
81,209
+1,572
3
$7.4M 3.43%
64,214
+320
4
$7.02M 3.26%
67,058
+986
5
$6.19M 2.87%
89,755
-429
6
$6.19M 2.87%
54,202
+3,480
7
$6.09M 2.82%
72,398
-679
8
$5.85M 2.71%
47,748
-685
9
$5.8M 2.69%
139,818
+1,785
10
$4.89M 2.27%
32,307
+77
11
$4.8M 2.23%
77,687
+1,405
12
$4.59M 2.13%
73,927
-580
13
$4.56M 2.12%
37,464
+368
14
$4.36M 2.03%
27,019
+10
15
$4.27M 1.98%
28,626
-146
16
$4.24M 1.97%
36,174
-168
17
$4.18M 1.94%
26,749
-290
18
$4.13M 1.92%
35,321
-550
19
$4.12M 1.91%
107,339
+27,055
20
$4.07M 1.89%
35,520
-280
21
$3.94M 1.83%
53,151
-504
22
$3.9M 1.81%
69,426
+1,232
23
$3.84M 1.78%
55,662
-105
24
$3.8M 1.76%
118,362
+583
25
$3.69M 1.71%
49,037
+359
1
2 3 4