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
$122M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$390K
2 +$359K
3 +$346K
4
VET icon
Vermilion Energy
VET
+$318K
5
SAFT icon
Safety Insurance
SAFT
+$298K

Top Sells

1 +$445K
2 +$395K
3 +$364K
4
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$323K
5
AT
Atlantic Power Corporation
AT
+$210K

Sector Composition

1 Healthcare 16.95%
2 Energy 16.9%
3 Industrials 13.9%
4 Technology 11.69%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$195K 0.16%
2,223
+4
77
$193K 0.16%
21,077
78
-52,702
79
-18,743
80
-30,631