SC

Skylands Capital Portfolio holdings

AUM $737M
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.67M
3
+$5.3M
4
CCI icon
Crown Castle
CCI
+$4.68M
5
ST icon
Sensata Technologies
ST
+$3.97M

Top Sells

1
+$5.67M
2
+$5.31M
3
+$4.5M
4
HPQ icon
HP
HPQ
+$4.27M
5
R icon
Ryder
R
+$4.14M

Sector Composition

1 Industrials 30.6%
2 Technology 14.43%
3 Consumer Discretionary 12.83%
4 Real Estate 11.23%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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229
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230
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234
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236
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239
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-5,743
240
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-82,500
241
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-20,001
6 7 8 9
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