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
51
$424K 0.17%
4,649
-33
52
$408K 0.17%
2,445
+460
53
$407K 0.17%
1,061
+1
54
$406K 0.17%
1,082
+1
55
$401K 0.17%
1,460
+102
56
$397K 0.16%
4,134
-1
57
$396K 0.16%
15,376
+84
58
$387K 0.16%
1,834
+28
59
$378K 0.16%
1,883
60
$374K 0.15%
653
-131
61
$373K 0.15%
4,418
-53
62
$366K 0.15%
+1,323
63
$362K 0.15%
1,289
-4
64
$356K 0.15%
1,313
+4
65
$333K 0.14%
469
-5
66
$332K 0.14%
2,183
67
$327K 0.13%
9,131
+127
68
$326K 0.13%
557
+46
69
$310K 0.13%
766
+16
70
$308K 0.13%
1,395
+21
71
$308K 0.13%
2,709
+46
72
$281K 0.12%
1,654
73
$279K 0.11%
1,351
-7
74
$278K 0.11%
8,999
+38
75
$266K 0.11%
1,346
-108
1 2
3
4