SA
Skyline Advisors Portfolio holdings
AUM
$271M
This Quarter Return
+4.79%
1 Year Return
+10.43%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
(+5.6%)
Cap. Flow
+$2.75M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
67.33%
Holding
92
New
12
Increased
37
Reduced
32
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.35M |
| 2 |
iShares S&P 100 ETF
OEF
|
$366K |
| 3 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$258K |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
$254K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$241K |
Top Sells
| 1 |
Apple
AAPL
|
$581K |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$212K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$177K |
| 4 |
Microsoft
MSFT
|
$155K |
| 5 |
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% |
