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
$523M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.34M
3
+$410K
4
FI icon
Fiserv
FI
+$290K
5
AVGO icon
Broadcom
AVGO
+$209K

Top Sells

1
+$3.97M
2
+$3.03M
3
+$2.86M
4
SWK icon
Stanley Black & Decker
SWK
+$455K
5
BA icon
Boeing
BA
+$379K

Sector Composition

1 Technology 22.53%
2 Healthcare 16.72%
3 Consumer Staples 13.46%
4 Financials 10.65%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.2M 7.7%
90,025
-780
2
$35.6M 6.82%
288,465
+145
3
$17.5M 3.35%
96,181
-155
4
$12.2M 2.34%
74,268
-364
5
$11.9M 2.28%
27,209
+127
6
$11.3M 2.16%
48,872
-1,222
7
$11.2M 2.14%
107,748
-479
8
$11M 2.11%
66,881
-614
9
$10.6M 2.03%
24,081
-352
10
$10.4M 1.99%
41,600
-481
11
$10.3M 1.98%
70,674
-1,238
12
$9.8M 1.88%
17,729
-74
13
$9.52M 1.82%
76,904
-1,895
14
$9.28M 1.78%
80,653
-786
15
$9.17M 1.75%
47,145
-324
16
$8.71M 1.67%
136,831
-405
17
$8.65M 1.65%
36,488
-222
18
$8.63M 1.65%
55,185
-1,285
19
$8.6M 1.64%
46,880
-210
20
$8.53M 1.63%
84,179
-587
21
$8.3M 1.59%
32,564
+205
22
$8.21M 1.57%
38,974
-441
23
$8.2M 1.57%
16,262
-95
24
$8.19M 1.57%
81,631
-383
25
$7.59M 1.45%
22,061
+5
1
2 3 4 5