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
$931M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.1M
3
+$3.02M
4
CBPX
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
+$2.38M
5
GATX icon
GATX Corp
GATX
+$2.17M

Top Sells

1
+$6.41M
2
+$3.34M
3
+$2.82M
4
CHUY
Chuy's Holdings, Inc. Common Stock
CHUY
+$2.33M
5
TTSH
Tile Shop Holdings
TTSH
+$2.25M

Sector Composition

1 Industrials 33.14%
2 Consumer Discretionary 16.76%
3 Technology 13.35%
4 Real Estate 11.99%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
500
-39,696
227
$6K ﹤0.01%
50
228
$1K ﹤0.01%
63
-31,877
229
– –
-75,000
230
– –
-5,874
231
– –
-14,582
232
– –
-53,200
233
– –
-33,400
234
– –
-3,100
235
– –
-26,320
236
– –
-22,500
237
– –
-15,000
238
– –
-4,500
239
– –
-150,000
240
– –
-25,000
241
– –
-600
6 7 8 9
10