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
$272M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$356K
3
+$342K
4
AAPL icon
Apple
AAPL
+$258K
5
SSNC icon
SS&C Technologies
SSNC
+$255K

Top Sells

1
+$294K
2
+$266K
3
+$239K
4
MAS icon
Masco
MAS
+$78.2K
5
GILD icon
Gilead Sciences
GILD
+$76.7K

Sector Composition

1 Consumer Staples 21.83%
2 Healthcare 15.83%
3 Industrials 13.63%
4 Financials 11.96%
5 Technology 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.09M 3.34%
65,051
+5
2
$8.8M 3.23%
110,063
-614
3
$8.75M 3.21%
74,220
+494
4
$8.41M 3.09%
68,617
-33
5
$7.94M 2.91%
98,212
+68
6
$7.52M 2.76%
92,670
+646
7
$7.31M 2.68%
70,221
-393
8
$7.07M 2.6%
80,037
+255
9
$6.95M 2.55%
56,091
-277
10
$6.75M 2.48%
35,562
-215
11
$6.54M 2.4%
45,576
-12
12
$6.54M 2.4%
139,562
+2,977
13
$6.5M 2.39%
26,665
+29
14
$6.46M 2.37%
55,154
-417
15
$6.11M 2.24%
76,966
+4,484
16
$5.91M 2.17%
25,111
-19
17
$5.8M 2.13%
57,960
+2,336
18
$5.69M 2.09%
52,079
+195
19
$5.52M 2.03%
31,353
-370
20
$5.15M 1.89%
29,630
-2
21
$5.11M 1.88%
48,218
-25
22
$4.87M 1.79%
90,658
+118
23
$4.75M 1.74%
29,005
-187
24
$4.58M 1.68%
33,647
+513
25
$4.51M 1.66%
40,384
+454
1
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