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
$744M
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$6.08M
3
+$4.24M
4
ORBC
ORBCOMM, Inc.
ORBC
+$2.36M
5
FTD
FTD Companies, Inc. Common Stock
FTD
+$1.95M

Top Sells

1
+$9.62M
2
+$6.02M
3
+$5.46M
4
UHAL icon
U-Haul Holding Co
UHAL
+$4.77M
5
AMT icon
American Tower
AMT
+$4.42M

Sector Composition

1 Industrials 33.06%
2 Consumer Discretionary 16.45%
3 Technology 14.02%
4 Real Estate 12.45%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-55,100
227
– –
-22,700
228
– –
-5,000
229
– –
-33,244
230
– –
-3,000
231
– –
-63
232
– –
-319,604
233
– –
-1,791
234
– –
-8,150
235
– –
-27,700
236
– –
-25,700
237
– –
-45,700
238
– –
-95,500
239
– –
-63,550
240
– –
-153,400
241
– –
-9,900
242
– –
-352,871
243
– –
-159,850
244
– –
-67,100
245
– –
-20,000
246
– –
-7,011
247
– –
-11,250
6 7 8 9
10