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
$248M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$235K
3
+$217K
4
NTAP icon
NetApp
NTAP
+$210K
5
D icon
Dominion Energy
D
+$192K

Top Sells

1
+$1.14M
2
+$329K
3
+$204K
4
JCI icon
Johnson Controls International
JCI
+$203K
5
BA icon
Boeing
BA
+$151K

Sector Composition

1 Consumer Staples 21.82%
2 Healthcare 15.61%
3 Industrials 14.29%
4 Financials 12.43%
5 Technology 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.19M 3.31%
99,021
+1,451
2
$7.97M 3.22%
65,685
+1,125
3
$7.52M 3.03%
69,052
+431
4
$7.21M 2.91%
91,655
+1,107
5
$7.13M 2.88%
72,305
-350
6
$6.6M 2.66%
81,746
+555
7
$6.56M 2.65%
107,503
+940
8
$6.28M 2.54%
26,885
+128
9
$6.27M 2.53%
45,259
+385
10
$6.14M 2.48%
139,967
+1,725
11
$6.03M 2.43%
57,194
+630
12
$5.84M 2.36%
50,339
+160
13
$5.7M 2.3%
36,364
-80
14
$5.67M 2.29%
35,867
-250
15
$5.66M 2.28%
72,521
-600
16
$5.18M 2.09%
47,031
+80
17
$5.15M 2.08%
52,592
+15
18
$4.98M 2.01%
25,343
-445
19
$4.82M 1.95%
55,104
-259
20
$4.8M 1.94%
29,162
+422
21
$4.76M 1.92%
35,267
+930
22
$4.53M 1.83%
66,272
-610
23
$4.49M 1.81%
26,366
+130
24
$4.41M 1.78%
88,669
-275
25
$4.39M 1.77%
34,743
-5
1
2 3 4