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
$210M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18.6M
3
+$17M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.7M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.62%
2 Financials 2.81%
3 Industrials 1.36%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.1%
+9,408
77
$213K 0.1%
+4,331
78
$213K 0.1%
+1,326
79
$98.1K 0.05%
+13,381
80
$81.5K 0.04%
+23,839
1 2 3
4