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
$759M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.35M
3
+$3.87M
4
REVG
REV Group
REVG
+$3.5M
5
OSK icon
Oshkosh
OSK
+$3.46M

Top Sells

1
+$6.17M
2
+$4.33M
3
+$3.71M
4
SBAC icon
SBA Communications
SBAC
+$3.48M
5
CMA
Comerica
CMA
+$3.03M

Sector Composition

1 Industrials 27.02%
2 Consumer Discretionary 12.97%
3 Real Estate 12.97%
4 Technology 11.89%
5 Financials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$448K 0.06%
5,500
-100
127
$437K 0.06%
6,550
128
$411K 0.05%
12,100
-12,600
129
$398K 0.05%
+6,100
130
$373K 0.05%
12,539
-13,077
131
$370K 0.05%
+5,000
132
$359K 0.05%
2,050
133
$337K 0.04%
+5,217
134
$333K 0.04%
12,000
-63,100
135
$324K 0.04%
+21,717
136
$318K 0.04%
108,000
137
$313K 0.04%
2,000
138
$294K 0.04%
1,603
139
$291K 0.04%
+43,292
140
$291K 0.04%
+121,100
141
$290K 0.04%
2,125
142
$270K 0.04%
10,595
-800
143
$264K 0.03%
+5,418
144
$258K 0.03%
1,265
145
$256K 0.03%
125,000
-86,300
146
$249K 0.03%
4,900
147
$224K 0.03%
1,400
148
$220K 0.03%
1,750
149
$211K 0.03%
800
150
$173K 0.02%
26,749
-93,751
3 4 5
6
7