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
$384M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$217K
3
+$186K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$148K
5
JPM icon
JPMorgan Chase
JPM
+$142K

Top Sells

1
+$1.98M
2
+$785K
3
+$266K
4
SSNC icon
SS&C Technologies
SSNC
+$235K
5
NEE icon
NextEra Energy
NEE
+$208K

Sector Composition

1 Healthcare 19.82%
2 Consumer Staples 17.11%
3 Technology 14.26%
4 Financials 11.26%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 5.76%
95,146
+287
2
$12M 3.13%
73,600
-198
3
$12M 3.12%
73,416
+558
4
$11.2M 2.9%
115,262
+422
5
$10.6M 2.75%
46,188
+22
6
$8.85M 2.3%
70,108
-65
7
$8.12M 2.11%
84,862
+1,122
8
$8.09M 2.1%
56,290
+55
9
$8.08M 2.1%
15,934
+68
10
$7.88M 2.05%
140,658
-550
11
$7.83M 2.04%
33,930
-106
12
$7.66M 1.99%
28,425
+806
13
$7.49M 1.95%
48,418
+485
14
$7.26M 1.89%
25,530
+228
15
$7.15M 1.86%
82,982
-5
16
$7.1M 1.85%
81,319
+35
17
$6.91M 1.8%
38,269
+74
18
$6.43M 1.67%
47,643
+450
19
$6.36M 1.66%
28,558
+63
20
$6.32M 1.64%
39,128
+95
21
$6.32M 1.64%
76,122
+933
22
$6.12M 1.59%
74,756
+1,272
23
$6M 1.56%
21,737
+220
24
$5.83M 1.52%
55,514
-287
25
$5.75M 1.49%
81,254
+290
1
2 3 4 5