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
$977M
AUM Growth
-$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$8.26M
3
+$6.39M
4
GATX icon
GATX Corp
GATX
+$5.64M
5
DXPE icon
DXP Enterprises
DXPE
+$4.21M

Top Sells

1
+$17.5M
2
+$13.5M
3
+$7.31M
4
V icon
Visa
V
+$3.7M
5
DNR
Denbury Resources, Inc.
DNR
+$3.47M

Sector Composition

1 Industrials 35.53%
2 Consumer Discretionary 15.99%
3 Technology 14.05%
4 Real Estate 11.13%
5 Financials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-6,900
259
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262
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-162,063
265
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-8,500
266
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-26,079
267
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-4,200
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