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
$723M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$4.63M
3
+$2.91M
4
KW icon
Kennedy-Wilson Holdings
KW
+$2.85M
5
AWI icon
Armstrong World Industries
AWI
+$2.63M

Top Sells

1
+$4.95M
2
+$4.07M
3
+$4.06M
4
CWST icon
Casella Waste Systems
CWST
+$3.47M
5
WIFI
Boingo Wireless, Inc.
WIFI
+$3.44M

Sector Composition

1 Industrials 27.62%
2 Consumer Discretionary 14.78%
3 Real Estate 13.57%
4 Technology 11.89%
5 Healthcare 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$46K 0.01%
3,512
+2,138
177
$31K ﹤0.01%
209
178
$8K ﹤0.01%
50
179
$4K ﹤0.01%
200
180
$3K ﹤0.01%
85
-170
181
– –
-11,451
182
– –
-44,634
183
– –
-33,900
184
– –
-7,150
185
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-53,350
186
– –
-48,643
187
– –
-11,809
188
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-29,400
189
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-15,195
190
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-5,000
191
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-20,000
192
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-274,800
193
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-9,750
194
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-34,890
195
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-124,100
196
– –
-256,250
197
– –
-27,300
4 5 6 7
8