SA

Skyline Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 12.1%
This Quarter Est. Return
1 Year Est. Return
+12.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$12.6M
3
+$11.5M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.81M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.52M

Top Sells

1
+$14.2M
2
+$9.96M
3
+$7.75M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$5.97M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.04M

Sector Composition

1 Technology 10.76%
2 Financials 2.61%
3 Consumer Staples 1.44%
4 Industrials 1.15%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-20,818
102
– –
-557
103
– –
-3,488
104
– –
-1,061
105
– –
-4,243
106
– –
-8,999
107
– –
-120,350
1 2 3 4
5