SLA

Silver Lake Advisory Portfolio holdings

AUM $251M
1-Year Est. Return 14.48%
This Quarter Est. Return
1 Year Est. Return
+14.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$647K
3 +$547K
4
PG icon
Procter & Gamble
PG
+$474K
5
PGX icon
Invesco Preferred ETF
PGX
+$445K

Top Sells

1 +$1.84M
2 +$698K
3 +$554K
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$341K
5
RYN icon
Rayonier
RYN
+$117K

Sector Composition

1 Energy 17.61%
2 Healthcare 16.62%
3 Industrials 14.2%
4 Technology 11.62%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.17%
2,219
-115
77
-11,232