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
76
$258K 0.11%
+2,366
77
$254K 0.1%
+9,417
78
$253K 0.1%
4,756
+159
79
$249K 0.1%
10,736
80
$248K 0.1%
3,488
+8
81
$241K 0.1%
+421
82
$240K 0.1%
1,391
-39
83
$231K 0.1%
2,935
84
$226K 0.09%
+9,000
85
$221K 0.09%
+6,373
86
$215K 0.09%
441
+21
87
$212K 0.09%
+103
88
$211K 0.09%
+1,142
89
$204K 0.08%
+413
90
$203K 0.08%
+4,243
91
$171K 0.07%
+120,350
92
$104K 0.04%
23,839
1 2 3
4