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
$631M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.95M
3
+$2.6M
4
DBI icon
Designer Brands
DBI
+$2.05M
5
CYRX icon
CryoPort
CYRX
+$2.05M

Top Sells

1
+$4.73M
2
+$4.25M
3
+$3.93M
4
ENS icon
EnerSys
ENS
+$3M
5
NSC icon
Norfolk Southern
NSC
+$2.98M

Sector Composition

1 Industrials 30.77%
2 Consumer Discretionary 10.65%
3 Technology 10.6%
4 Energy 9.45%
5 Real Estate 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,750
152
– –
-18,770
153
– –
-1,500
154
– –
-89,450
155
– –
-50,900
3 4 5 6
7