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
151
$154K 0.02%
+3,600
152
$152K 0.02%
14,950
153
$148K 0.02%
2,290
154
$143K 0.02%
13,920
155
$133K 0.02%
2,200
156
$129K 0.02%
+5,000
157
$90K 0.01%
1,300
158
$61K 0.01%
414
159
$57K 0.01%
2
-2
160
$53K 0.01%
325
161
$26K ﹤0.01%
1,200
-15,300
162
$15K ﹤0.01%
105
163
$6K ﹤0.01%
200
164
$3K ﹤0.01%
85
165
$2K ﹤0.01%
150
166
– –
-4,500
167
– –
-75,000
168
– –
-50,000
169
– –
-53,050
170
– –
-43,100
171
– –
-40,950
172
– –
-5,000
173
– –
-50,861
174
– –
-79,000
175
– –
-12,350
3 4 5 6
7