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
$247M
AUM Growth
-$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$838K
3
+$709K
4
DUK icon
Duke Energy
DUK
+$389K
5
HD icon
Home Depot
HD
+$317K

Top Sells

1
+$1.42M
2
+$223K
3
+$208K
4
WY icon
Weyerhaeuser
WY
+$207K
5
BA icon
Boeing
BA
+$103K

Sector Composition

1 Consumer Staples 22.12%
2 Healthcare 15.21%
3 Industrials 15.17%
4 Financials 12.36%
5 Technology 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.27M 3.35%
64,560
+322
2
$8.07M 3.27%
81,191
+814
3
$7.49M 3.04%
68,621
+1,711
4
$7.28M 2.95%
97,570
+5
5
$7.17M 2.91%
90,548
+334
6
$7.03M 2.85%
44,874
-511
7
$6.63M 2.69%
72,655
+520
8
$6.38M 2.59%
106,563
-274
9
$6.23M 2.52%
56,564
+21
10
$6M 2.43%
138,242
-480
11
$5.8M 2.35%
73,121
+468
12
$5.7M 2.31%
36,444
+131
13
$5.66M 2.29%
26,757
-285
14
$5.42M 2.2%
50,179
-135
15
$5.28M 2.14%
28,740
-323
16
$5.21M 2.11%
36,117
-240
17
$5.19M 2.1%
34,337
-508
18
$4.9M 1.99%
52,577
+783
19
$4.88M 1.98%
46,951
+8,070
20
$4.84M 1.96%
26,236
-250
21
$4.81M 1.95%
55,363
+121
22
$4.72M 1.91%
30,843
+255
23
$4.63M 1.88%
88,944
+2,625
24
$4.52M 1.83%
25,788
-335
25
$4.17M 1.69%
103,006
+130
1
2 3 4