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
$124M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$1.4M
2 +$873K
3 +$867K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$242K
5
CVS icon
CVS Health
CVS
+$224K

Sector Composition

1 Healthcare 19.36%
2 Industrials 14.26%
3 Technology 12.45%
4 Energy 12.04%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,327
77
-23,184
78
-37,360
79
-5,748
80
-31,895
81
-2,204