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
51
$396K 0.17%
1,060
+236
52
$395K 0.17%
784
+41
53
$394K 0.17%
1,081
+1
54
$393K 0.17%
4,682
+389
55
$391K 0.17%
4,135
+417
56
$379K 0.16%
2,590
+112
57
$365K 0.16%
1,806
-250
58
$363K 0.16%
15,292
-32
59
$356K 0.16%
1,358
+1
60
$344K 0.15%
1,883
61
$330K 0.14%
2,663
-199
62
$320K 0.14%
474
+2
63
$318K 0.14%
9,004
+179
64
$317K 0.14%
4,471
-1
65
$302K 0.13%
1,985
+8
66
$289K 0.13%
1,309
+5
67
$273K 0.12%
1,654
+1
68
$260K 0.11%
511
-36
69
$258K 0.11%
750
70
$249K 0.11%
1,454
-33
71
$239K 0.1%
1,358
72
$238K 0.1%
1,374
+10
73
$232K 0.1%
3,480
+49
74
$231K 0.1%
8,961
-445
75
$229K 0.1%
+1,430
1 2
3
4