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
$776M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.49M
3
+$5.32M
4
HOUS
Anywhere Real Estate
HOUS
+$4.59M
5
VRS
Verso Corporation
VRS
+$4.51M

Top Sells

1
+$8.21M
2
+$6.54M
3
+$5.62M
4
CWST icon
Casella Waste Systems
CWST
+$4.97M
5
NSC icon
Norfolk Southern
NSC
+$4.88M

Sector Composition

1 Industrials 26.9%
2 Consumer Discretionary 13.21%
3 Real Estate 12.75%
4 Technology 11.87%
5 Financials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,400
177
– –
-11,100
178
– –
-37,037
179
– –
-6,000
4 5 6 7
8