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
-$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$699K
3
+$228K
4
D icon
Dominion Energy
D
+$202K
5
AMZN icon
Amazon
AMZN
+$199K

Top Sells

1
+$985K
2
+$589K
3
+$392K
4
BA icon
Boeing
BA
+$325K
5
AABA
Altaba Inc
AABA
+$294K

Sector Composition

1 Consumer Staples 21.32%
2 Healthcare 18.36%
3 Technology 12.41%
4 Industrials 11.68%
5 Financials 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 4.8%
75,588
+441
2
$8.64M 3.48%
109,462
+1,321
3
$8.47M 3.41%
64,601
-88
4
$8.13M 3.27%
67,676
+269
5
$7.33M 2.95%
66,629
-687
6
$6.98M 2.81%
54,602
-213
7
$6.44M 2.59%
52,466
-447
8
$6.26M 2.52%
44,065
-884
9
$6.23M 2.51%
27,793
+376
10
$6.15M 2.48%
139,043
-447
11
$5.98M 2.41%
24,750
+347
12
$5.83M 2.34%
79,356
+1,742
13
$5.66M 2.28%
34,250
-448
14
$5.61M 2.26%
76,835
-783
15
$5.61M 2.26%
57,398
-244
16
$5.35M 2.15%
90,058
+543
17
$5.08M 2.04%
29,358
-169
18
$4.81M 1.93%
88,817
-308
19
$4.7M 1.89%
47,067
-75
20
$4.52M 1.82%
52,842
+1,175
21
$4.31M 1.73%
81,639
+931
22
$4.04M 1.63%
74,712
+999
23
$3.82M 1.54%
40,914
+911
24
$3.67M 1.48%
28,842
+82
25
$3.63M 1.46%
95,717
-717
1
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