SLA
Silver Lake Advisory Portfolio holdings
AUM
$235M
This Quarter Return
-7.74%
1 Year Return
+16.86%
3 Year Return
+46.36%
5 Year Return
+95.46%
10 Year Return
+173.54%
AUM
$111M
AUM Growth
+$111M
(-9.9%)
Cap. Flow
-$2.1M
Cap. Flow
% of AUM
-1.89%
Top 10 Holdings %
Top 10 Hldgs %
33.18%
Holding
80
New
3
Increased
51
Reduced
13
Closed
10
Top Buys
| 1 |
Omnicom Group
OMC
|
$1.86M |
| 2 |
Bank of Montreal
BMO
|
$984K |
| 3 |
Emerson Electric
EMR
|
$752K |
| 4 |
H.B. Fuller
FUL
|
$713K |
| 5 |
Aon
AON
|
$510K |
Top Sells
Sector Composition
| 1 | Healthcare | 18.98% |
| 2 | Industrials | 14.98% |
| 3 | Technology | 10.84% |
| 4 | Energy | 10.35% |
| 5 | Consumer Staples | 8.95% |