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
$306M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$295K
2
+$273K
3
+$249K
4
ADBE icon
Adobe
ADBE
+$206K
5
DUK icon
Duke Energy
DUK
+$188K

Top Sells

1
+$233K
2
+$231K
3
+$219K
4
RTX icon
RTX Corp
RTX
+$203K
5
COR icon
Cencora
COR
+$158K

Sector Composition

1 Consumer Staples 20.59%
2 Healthcare 16.58%
3 Industrials 13.63%
4 Financials 12.52%
5 Technology 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 3.88%
75,147
-594
2
$9.44M 3.09%
64,689
-499
3
$9.39M 3.07%
108,141
-312
4
$9.21M 3.02%
67,407
-528
5
$8.44M 2.76%
89,515
-2,156
6
$8.41M 2.75%
67,316
-1,867
7
$8.07M 2.64%
44,949
-596
8
$7.72M 2.53%
139,490
+188
9
$7.54M 2.47%
54,815
-321
10
$7.29M 2.38%
24,403
-290
11
$7.28M 2.38%
27,417
-21
12
$7.2M 2.36%
52,913
-791
13
$7.02M 2.3%
57,642
+255
14
$6.86M 2.24%
34,698
-27
15
$6.74M 2.2%
77,614
+471
16
$6.73M 2.2%
96,434
-1,523
17
$6.6M 2.16%
77,618
-1,084
18
$6.43M 2.11%
51,667
-373
19
$6.29M 2.06%
29,527
-707
20
$6.05M 1.98%
47,142
+99
21
$5.72M 1.87%
35,853
-375
22
$5.56M 1.82%
65,015
-775
23
$5.43M 1.78%
32,767
-477
24
$5.33M 1.75%
89,125
-828
25
$4.84M 1.59%
28,760
+115
1
2 3 4 5