SA
Skyline Advisors Portfolio holdings
AUM
$290M
1-Year Est. Return
10.3%
1 Year Est. Return
+10.3%
AUM
$290M
AUM Growth
+$19.5M
(+7.2%)
Holding
102
Top Buys
| 1 | +$4.72M | |
| 2 | +$1.86M | |
| 3 | +$1.52M | |
| 4 |
Capital Group Municipal Income ETF
CGMU
|
+$1.24M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.12M |
Top Sells
| 1 | +$2.95M | |
| 2 | +$1.86M | |
| 3 | +$927K | |
| 4 |
Apple
AAPL
|
+$598K |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
+$433K |
Sector Composition
| 1 | Technology | 10.71% |
| 2 | Financials | 2.53% |
| 3 | Consumer Staples | 1.3% |
| 4 | Industrials | 1.03% |
| 5 | Consumer Discretionary | 0.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Visa
V
$636B
| – | – |
-792
|
|
||
102
Vanguard Dividend Appreciation ETF
VIG
$100B
| – | – |
-1,623
|
|