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
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$12.6M
3
+$11.5M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.81M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.52M

Top Sells

1
+$14.2M
2
+$9.96M
3
+$7.75M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$5.97M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.04M

Sector Composition

1 Technology 10.76%
2 Financials 2.61%
3 Consumer Staples 1.44%
4 Industrials 1.15%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.55%
1,550
-44
27
$1.36M 0.53%
2,318
-21
28
$1.28M 0.5%
25,668
-12,760
29
$1.14M 0.44%
+15,599
30
$1.12M 0.44%
2,522
-176
31
$993K 0.39%
+23,375
32
$924K 0.36%
21,022
-2,095
33
$916K 0.36%
30,064
+6,940
34
$864K 0.34%
2,302
+9
35
$838K 0.33%
9,182
-373
36
$833K 0.32%
3,798
-1,549
37
$816K 0.32%
+16,015
38
$723K 0.28%
11,188
-1,086
39
$672K 0.26%
11,704
+5
40
$653K 0.25%
+11,356
41
$620K 0.24%
5,000
42
$619K 0.24%
7,517
+10
43
$615K 0.24%
6,575
44
$594K 0.23%
12,417
+1
45
$585K 0.23%
4,859
-71
46
$584K 0.23%
940
-32
47
$580K 0.23%
4,319
-3,218
48
$564K 0.22%
3,047
+7
49
$549K 0.21%
+9,731
50
$542K 0.21%
3,235
-158
1
2
3 4 5