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
$123M
AUM Growth
-$971K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$934K
2 +$895K
3 +$831K
4
BKK
Blackrock Municipal 2020 Term Trust
BKK
+$691K
5
SAFT icon
Safety Insurance
SAFT
+$525K

Sector Composition

1 Healthcare 18.62%
2 Industrials 14.79%
3 Technology 12.49%
4 Energy 11.67%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$224K 0.18%
+2,678
77
$222K 0.18%
4,710
+8
78
-21,077
79
-22,231
80
-30,354
81
-32,294
82
-19,943