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
51
$512K 0.2%
3,962
+18
52
$482K 0.19%
3,807
+4
53
$480K 0.19%
2,711
+528
54
$473K 0.18%
9,055
-86
55
$445K 0.17%
+5,179
56
$435K 0.17%
1,083
+1
57
$429K 0.17%
+8,577
58
$413K 0.16%
4,649
59
$407K 0.16%
+24,074
60
$382K 0.15%
1,323
61
$373K 0.14%
1,883
62
$342K 0.13%
999
-290
63
$340K 0.13%
3,576
-558
64
$339K 0.13%
1,413
-421
65
$337K 0.13%
13,034
-2,342
66
$334K 0.13%
7,650
-3,139
67
$329K 0.13%
2,005
-440
68
$325K 0.13%
1,318
+5
69
$308K 0.12%
4,293
-125
70
$307K 0.12%
1,396
+1
71
$304K 0.12%
519
+98
72
$302K 0.12%
339
-130
73
$298K 0.12%
2,058
-565
74
$282K 0.11%
8,621
-510
75
$275K 0.11%
11,963
-337,460
1 2
3
4 5