SA

Skyline Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$638K
3
+$602K
4
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$497K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$463K

Top Sells

1
+$1.05M
2
+$428K
3
+$368K
4
WFC icon
Wells Fargo
WFC
+$240K
5
MSFT icon
Microsoft
MSFT
+$187K

Sector Composition

1 Technology 13.27%
2 Financials 2.66%
3 Consumer Staples 1.43%
4 Industrials 1.13%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.59%
1,592
+31
27
$1.04M 0.45%
5,395
+238
28
$981K 0.43%
7,940
-180
29
$921K 0.4%
23,169
+1,758
30
$817K 0.36%
10,499
-266
31
$813K 0.35%
12,059
+265
32
$778K 0.34%
7,887
+381
33
$738K 0.32%
27,504
+18,504
34
$715K 0.31%
2,289
35
$698K 0.3%
22,799
-289
36
$669K 0.29%
11,406
37
$617K 0.27%
6,575
38
$614K 0.27%
12,416
+3
39
$582K 0.25%
7,507
40
$558K 0.24%
968
+119
41
$552K 0.24%
3,348
+7
42
$551K 0.24%
5,000
43
$528K 0.23%
3,025
+12
44
$495K 0.22%
1,293
-5
45
$491K 0.21%
4,849
+6
46
$474K 0.21%
3,929
+7
47
$441K 0.19%
10,821
-11
48
$439K 0.19%
3,980
-7
49
$412K 0.18%
9,055
-81
50
$397K 0.17%
2,183
+130
1
2
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