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
$291M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.49M
3
+$682K
4
VZ icon
Verizon
VZ
+$338K
5
SYY icon
Sysco
SYY
+$327K

Top Sells

1
+$1.89M
2
+$931K
3
+$634K
4
MMM icon
3M
MMM
+$91.2K
5
UPS icon
United Parcel Service
UPS
+$83.1K

Sector Composition

1 Consumer Staples 19.87%
2 Healthcare 17.88%
3 Technology 14.33%
4 Industrials 11.87%
5 Financials 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 5.27%
75,237
-351
2
$10M 3.44%
109,357
-105
3
$9.07M 3.12%
64,506
-95
4
$8.93M 3.07%
67,526
-150
5
$8.21M 2.82%
52,364
-102
6
$8.06M 2.77%
67,441
+812
7
$7.67M 2.64%
54,262
-340
8
$7.67M 2.64%
43,855
-210
9
$7.37M 2.53%
24,922
+172
10
$7.15M 2.46%
57,898
+500
11
$6.48M 2.23%
27,767
-26
12
$6.29M 2.16%
34,105
-145
13
$6.24M 2.14%
139,549
+506
14
$6.21M 2.14%
29,293
-65
15
$6.03M 2.07%
81,649
+2,293
16
$5.97M 2.05%
46,987
-80
17
$5.4M 1.86%
77,035
+200
18
$5.29M 1.82%
88,502
-315
19
$5.03M 1.73%
52,782
-60
20
$4.99M 1.72%
80,969
-670
21
$4.52M 1.55%
32,410
-140
22
$4.47M 1.54%
40,167
-747
23
$4.27M 1.47%
95,457
-260
24
$4.06M 1.4%
74,300
+5,985
25
$3.96M 1.36%
19,880
+308
1
2 3 4