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
$262M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.42M
3
+$216K
4
ADP icon
Automatic Data Processing
ADP
+$206K
5
CRM icon
Salesforce
CRM
+$204K

Top Sells

1
+$565K
2
+$314K
3
+$235K
4
EBAY icon
eBay
EBAY
+$205K
5
WHR icon
Whirlpool
WHR
+$199K

Sector Composition

1 Consumer Staples 21.58%
2 Healthcare 16.51%
3 Industrials 14.47%
4 Financials 12.05%
5 Technology 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.02M 3.44%
65,308
-377
2
$8.32M 3.17%
97,821
-1,200
3
$8.2M 3.13%
71,695
-610
4
$8.06M 3.08%
91,658
+3
5
$7.86M 3%
107,177
-326
6
$7.69M 2.93%
68,787
-265
7
$6.76M 2.58%
26,557
-328
8
$6.64M 2.53%
81,407
-339
9
$6.43M 2.45%
45,563
+304
10
$6.42M 2.45%
56,505
-689
11
$6.39M 2.44%
138,245
-1,722
12
$6.05M 2.31%
36,154
-210
13
$5.97M 2.28%
71,713
-808
14
$5.72M 2.18%
35,610
-257
15
$5.58M 2.13%
25,068
-275
16
$5.54M 2.11%
52,019
-573
17
$5.54M 2.11%
50,708
+369
18
$5.28M 2.02%
54,858
-246
19
$5.19M 1.98%
29,474
+312
20
$5.01M 1.91%
46,734
-297
21
$4.92M 1.88%
72,684
-778
22
$4.8M 1.83%
35,253
-14
23
$4.79M 1.83%
32,691
+1,333
24
$4.77M 1.82%
65,157
-1,115
25
$4.5M 1.72%
38,533
-80
1
2 3 4