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
$542M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$482K
3
+$471K
4
GEV icon
GE Vernova
GEV
+$321K
5
AMZN icon
Amazon
AMZN
+$308K

Top Sells

1
+$4.16M
2
+$3.47M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$602K

Sector Composition

1 Technology 20.99%
2 Healthcare 16.5%
3 Consumer Staples 13.83%
4 Financials 11.6%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.2M 6.12%
88,316
+749
2
$31.5M 5.82%
290,846
+1,885
3
$15.2M 2.81%
98,442
+3,120
4
$14M 2.59%
105,609
-315
5
$13.3M 2.45%
83,555
+90
6
$13.1M 2.42%
48,702
+400
7
$12.9M 2.39%
27,748
+173
8
$12.7M 2.35%
23,261
-109
9
$11.7M 2.15%
68,444
+1,395
10
$11.3M 2.08%
75,238
-553
11
$11.2M 2.07%
67,618
-844
12
$10.7M 1.98%
80,811
+80
13
$10.2M 1.89%
32,766
+155
14
$10.1M 1.87%
84,952
+870
15
$9.97M 1.84%
139,143
+990
16
$9.38M 1.73%
56,066
-233
17
$9.35M 1.73%
16,227
+53
18
$9.1M 1.68%
18,295
+223
19
$8.98M 1.66%
42,844
+129
20
$8.71M 1.61%
35,114
+50
21
$8.38M 1.55%
40,854
-248
22
$8.17M 1.51%
36,782
-939
23
$8M 1.48%
21,828
+35
24
$7.89M 1.46%
43,887
-1,258
25
$7.72M 1.43%
14,496
-15
1
2 3 4 5