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
$290M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$590K
3
+$447K
4
ABBV icon
AbbVie
ABBV
+$378K
5
MSFT icon
Microsoft
MSFT
+$263K

Top Sells

1
+$419K
2
+$209K
3
+$182K
4
DHR icon
Danaher
DHR
+$157K
5
RTX icon
RTX Corp
RTX
+$153K

Sector Composition

1 Consumer Staples 21.59%
2 Healthcare 16.01%
3 Industrials 13.16%
4 Financials 12.24%
5 Technology 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 3.63%
75,741
+1,893
2
$9.31M 3.21%
67,935
-652
3
$9.07M 3.13%
108,453
-1,460
4
$8.61M 2.96%
69,183
-1,683
5
$8.43M 2.91%
65,188
+193
6
$7.88M 2.71%
91,671
-1,780
7
$7.83M 2.7%
55,136
-885
8
$7.58M 2.61%
139,302
-245
9
$7.46M 2.57%
34,725
-847
10
$7.13M 2.46%
45,545
-125
11
$6.92M 2.38%
97,957
-1,031
12
$6.88M 2.37%
53,704
-1,230
13
$6.77M 2.33%
27,438
-29
14
$6.71M 2.31%
24,693
-397
15
$6.56M 2.26%
57,387
-1,198
16
$6.2M 2.13%
77,143
-472
17
$6.16M 2.12%
52,040
+162
18
$6.08M 2.09%
47,043
-1,010
19
$5.98M 2.06%
78,702
-1,224
20
$5.86M 2.02%
30,234
-660
21
$5.22M 1.8%
65,790
+175
22
$5.08M 1.75%
36,228
+155
23
$4.81M 1.66%
40,162
-541
24
$4.8M 1.65%
33,244
-391
25
$4.68M 1.61%
28,645
-190
1
2 3 4