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
76
$218K 0.1%
4,597
-86
77
$214K 0.09%
10,736
78
$214K 0.09%
2,935
79
$201K 0.09%
+420
80
$90.1K 0.04%
23,839
81
– –
-704
82
– –
-4,132
1 2 3
4