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
$700M
AUM Growth
-$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.25M
3
+$2.96M
4
BOJA
Bojangles', Inc. Common Stock
BOJA
+$2.49M
5
LBY
Libbey, Inc.
LBY
+$2.23M

Top Sells

1
+$16.6M
2
+$6.12M
3
+$4.59M
4
UNP icon
Union Pacific
UNP
+$4.17M
5
CORE
Core Mark Holding Co., Inc.
CORE
+$3.97M

Sector Composition

1 Industrials 29.91%
2 Consumer Discretionary 17.93%
3 Technology 14.7%
4 Real Estate 13.84%
5 Financials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
500
202
$5K ﹤0.01%
50
203
$3K ﹤0.01%
48
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204
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205
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206
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207
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208
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209
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210
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211
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212
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-81,793
213
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214
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215
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216
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217
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218
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219
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221
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222
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223
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224
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225
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6 7 8
9
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