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
$134M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$2.24M
2 +$559K
3 +$47K
4
PBA icon
Pembina Pipeline
PBA
+$42.5K
5
PG icon
Procter & Gamble
PG
+$27K

Sector Composition

1 Healthcare 16.49%
2 Industrials 11.05%
3 Technology 10.07%
4 Consumer Discretionary 9.16%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$239K 0.18%
1,053
77
$215K 0.16%
+3,009
78
$214K 0.16%
+2,713
79
-152,436