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
$244M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$305K
3
+$287K
4
EBAY icon
eBay
EBAY
+$208K
5
USB icon
US Bancorp
USB
+$206K

Top Sells

1
+$1.28M
2
+$104K
3
+$64.9K
4
BDX icon
Becton Dickinson
BDX
+$31.4K
5
MSFT icon
Microsoft
MSFT
+$22.3K

Sector Composition

1 Consumer Staples 23.72%
2 Industrials 16.69%
3 Healthcare 14.95%
4 Financials 11.13%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.9M 3.65%
80,207
-142
2
$8.43M 3.46%
64,853
+350
3
$8.08M 3.31%
98,514
+1,897
4
$7.37M 3.02%
66,145
+191
5
$6.84M 2.8%
46,233
+225
6
$6.64M 2.72%
90,873
+1,217
7
$6.63M 2.72%
72,863
+528
8
$6.44M 2.64%
54,698
+861
9
$6.27M 2.57%
139,254
+475
10
$5.74M 2.35%
36,648
-87
11
$5.72M 2.34%
107,212
-159
12
$5.39M 2.21%
72,406
-299
13
$5.21M 2.13%
27,247
-164
14
$5.12M 2.1%
36,632
+102
15
$5.11M 2.09%
29,127
+523
16
$4.74M 1.94%
52,428
-55
17
$4.73M 1.94%
35,076
+196
18
$4.64M 1.9%
30,758
+176
19
$4.57M 1.87%
50,389
-130
20
$4.5M 1.84%
37,427
-85
21
$4.28M 1.75%
70,048
+1,346
22
$4.28M 1.75%
26,560
+395
23
$4.21M 1.72%
55,321
+113
24
$4.18M 1.71%
80,718
+1,041
25
$4.07M 1.67%
104,411
-359
1
2 3 4