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
$243M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$366K
3
+$258K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$254K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$241K

Top Sells

1
+$581K
2
+$212K
3
+$177K
4
MSFT icon
Microsoft
MSFT
+$155K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$139K

Sector Composition

1 Technology 12.07%
2 Financials 2.91%
3 Consumer Staples 1.47%
4 Consumer Discretionary 1.16%
5 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.58%
2,698
-5
27
$1.35M 0.56%
+2,339
28
$996K 0.41%
5,347
-48
29
$931K 0.38%
9,555
-944
30
$917K 0.38%
23,117
-52
31
$915K 0.38%
7,537
-403
32
$884K 0.36%
12,274
+215
33
$844K 0.35%
8,524
+637
34
$781K 0.32%
2,293
+4
35
$764K 0.31%
23,124
+325
36
$759K 0.31%
27,654
+150
37
$737K 0.3%
11,699
+293
38
$677K 0.28%
7,507
39
$656K 0.27%
12,416
40
$613K 0.25%
6,575
41
$598K 0.25%
4,930
+81
42
$588K 0.24%
3,393
+45
43
$577K 0.24%
3,040
+15
44
$570K 0.23%
972
+4
45
$547K 0.23%
5,000
46
$522K 0.21%
3,944
+15
47
$491K 0.2%
10,789
-32
48
$467K 0.19%
9,141
+86
49
$446K 0.18%
3,803
-177
50
$425K 0.18%
2,623
+33
1
2
3 4