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
$774M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.66M
3
+$4.21M
4
MGM icon
MGM Resorts International
MGM
+$4.16M
5
CVIA
Covia Holdings Corporation Common Stock
CVIA
+$3.72M

Top Sells

1
+$6.17M
2
+$5.87M
3
+$4.57M
4
UNP icon
Union Pacific
UNP
+$4.35M
5
DBI icon
Designer Brands
DBI
+$4.3M

Sector Composition

1 Industrials 27.66%
2 Technology 13.98%
3 Consumer Discretionary 11.73%
4 Real Estate 11.01%
5 Financials 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-383,500
177
– –
-200
178
– –
-5,400
179
– –
-12,700
4 5 6 7
8