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
$223M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$517K
3
+$287K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$276K
5
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$243K

Top Sells

1
+$232K
2
+$217K
3
+$150K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$124K
5
SIGI icon
Selective Insurance
SIGI
+$109K

Sector Composition

1 Technology 12.57%
2 Financials 2.99%
3 Consumer Staples 1.35%
4 Industrials 1.25%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.1%
3,431
+18
77
$222K 0.1%
1,358
+32
78
$218K 0.1%
10,736
79
$205K 0.09%
+2,935
80
$84.4K 0.04%
23,839
81
– –
-4,378
82
– –
-4,879
83
– –
-13,381
1 2 3
4