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
$418M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$327K
3
+$323K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$305K
5
ABBV icon
AbbVie
ABBV
+$226K

Top Sells

1
+$405K
2
+$398K
3
+$371K
4
MCD icon
McDonald's
MCD
+$368K
5
ABT icon
Abbott
ABT
+$361K

Sector Composition

1 Healthcare 19.36%
2 Consumer Staples 17.63%
3 Technology 14.25%
4 Industrials 10.97%
5 Financials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 5.83%
94,859
-77
2
$12.9M 3.09%
72,858
-377
3
$12.5M 2.99%
114,840
-3,325
4
$12.3M 2.94%
73,798
-1,374
5
$10.4M 2.48%
46,166
-1,492
6
$10.1M 2.41%
70,173
-1,913
7
$9.13M 2.18%
83,740
+2,800
8
$8.88M 2.13%
141,208
-4,898
9
$8.62M 2.06%
15,866
-276
10
$8.4M 2.01%
34,036
-1,491
11
$8.14M 1.95%
56,235
-2,796
12
$7.98M 1.91%
25,302
-980
13
$7.94M 1.9%
27,619
-60
14
$7.57M 1.81%
82,987
-1,600
15
$7.42M 1.78%
75,189
-2,280
16
$7.37M 1.76%
47,933
-2,415
17
$7.13M 1.7%
39,033
-433
18
$7.06M 1.69%
73,484
-963
19
$7.03M 1.68%
28,495
-1,614
20
$6.96M 1.67%
38,195
-1,749
21
$6.96M 1.67%
81,284
-1,494
22
$6.93M 1.66%
51,275
-1,922
23
$6.86M 1.64%
80,964
-2,705
24
$6.54M 1.57%
47,193
-2,017
25
$6.34M 1.52%
55,801
-366
1
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