Portfolio (Quarterly)
Guide ↗
Skyline Advisors, Inc.
· CIK 0001843832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | LOW | LOWES COS INC | Consumer Cyclical | 970.0 | $214K | 0.07% | -46.0 | -4.5% | $220.42 | -8.4% |
| 122 | HD | HOME DEPOT INC | Consumer Cyclical | 579.0 | $204K | 0.06% | NEW | — | $352.65 | -8.9% |
| 123 | XLI | SELECT SECTOR SPDR TR | — | 1,097.0 | $203K | 0.06% | NEW | — | $185.23 | -6.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
57.4%
Financial Services
15.3%
Consumer Defensive
9.2%
Industrials
7.7%
Consumer Cyclical
4.0%
Utilities
3.3%
Healthcare
1.9%
Communication Services
0.7%
Real Estate
0.6%