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
$423M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$514K
3
+$490K
4
ABBV icon
AbbVie
ABBV
+$444K
5
UNH icon
UnitedHealth
UNH
+$362K

Top Sells

1
+$332K
2
+$300K
3
+$230K
4
PEP icon
PepsiCo
PEP
+$221K
5
VZ icon
Verizon
VZ
+$211K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 17.4%
3 Technology 13.59%
4 Financials 11.13%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 5.38%
95,033
-113
2
$13.1M 3.09%
72,376
-1,224
3
$12.8M 3.02%
72,398
-1,018
4
$12.6M 2.98%
115,089
-173
5
$10.9M 2.58%
46,479
+291
6
$10.5M 2.48%
69,333
-775
7
$10.1M 2.39%
56,351
+61
8
$9.18M 2.17%
28,145
-280
9
$9.04M 2.14%
81,515
-1,467
10
$8.97M 2.12%
25,810
+280
11
$8.92M 2.11%
16,201
+267
12
$8.85M 2.09%
80,231
-1,088
13
$8.84M 2.09%
139,003
-1,655
14
$8.64M 2.04%
32,793
-1,137
15
$8.37M 1.98%
37,987
-282
16
$8M 1.89%
48,422
+4
17
$7.75M 1.83%
87,794
+2,932
18
$7.71M 1.82%
76,221
+99
19
$7.53M 1.78%
74,605
-151
20
$7.19M 1.7%
28,260
-298
21
$7.13M 1.68%
48,233
+590
22
$6.87M 1.62%
21,734
-3
23
$6.85M 1.62%
39,407
+279
24
$6.72M 1.59%
49,534
-1,349
25
$6.25M 1.48%
81,784
+530
1
2 3 4 5