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
$625M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.13M
3
+$2.8M
4
WY icon
Weyerhaeuser
WY
+$2.3M
5
FLWS icon
1-800-Flowers.com
FLWS
+$1.7M

Top Sells

1
+$7.95M
2
+$6.52M
3
+$5.56M
4
CKEC
Carmike Cinemas Inc
CKEC
+$3.66M
5
R icon
Ryder
R
+$3.55M

Sector Composition

1 Industrials 29.35%
2 Consumer Discretionary 18.22%
3 Technology 14.84%
4 Real Estate 14.46%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-32,500
202
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-7,400
203
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-70,113
204
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-3,040
205
– –
-44,050
206
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-17,200
207
– –
-76,500
208
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-15,500
209
– –
-10,900
210
– –
-64,650
211
– –
-31,300
212
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-132,600
213
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-7,100
214
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-26,600
215
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-1,500
216
– –
-16,825
217
– –
-63,900
218
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-71,350
219
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-600
220
– –
-94,500
221
$0 ﹤0.01%
+40
5 6 7 8
9