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
$449M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.12M
3
+$1.99M
4
SYY icon
Sysco
SYY
+$756K
5
APD icon
Air Products & Chemicals
APD
+$749K

Top Sells

1
+$502K
2
+$309K
3
+$272K
4
OGN icon
Organon & Co
OGN
+$245K
5
ABT icon
Abbott
ABT
+$233K

Sector Composition

1 Healthcare 17.71%
2 Consumer Staples 15.97%
3 Technology 15.2%
4 Financials 12.34%
5 Industrials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 5.97%
95,235
-813
2
$13.9M 3.1%
117,917
-1,976
3
$13.1M 2.92%
48,568
-1,145
4
$11.8M 2.63%
73,051
-505
5
$11.4M 2.53%
75,545
-1,095
6
$10.7M 2.39%
54,645
-843
7
$10.6M 2.36%
79,380
-460
8
$10.1M 2.24%
72,078
-656
9
$9.35M 2.08%
48,624
+284
10
$9.13M 2.03%
15,984
-170
11
$9.08M 2.02%
26,105
+182
12
$8.6M 1.91%
35,687
-752
13
$8.3M 1.85%
40,168
-287
14
$8.24M 1.83%
49,182
-837
15
$8.12M 1.81%
46,310
+1,219
16
$8.03M 1.79%
27,368
-454
17
$7.74M 1.72%
147,494
-1,387
18
$7.24M 1.61%
39,764
+1,088
19
$7.23M 1.61%
76,262
-615
20
$7.21M 1.61%
30,079
-300
21
$7.16M 1.59%
54,053
-716
22
$6.93M 1.54%
35,432
+494
23
$6.78M 1.51%
20,660
-185
24
$6.56M 1.46%
83,512
+9,627
25
$6.4M 1.42%
74,491
-630
1
2 3 4 5