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
$129M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$3.75M
2 +$750K
3 +$502K
4
DOC icon
Healthpeak Properties
DOC
+$499K
5
ABT icon
Abbott
ABT
+$266K

Sector Composition

1 Healthcare 15.49%
2 Technology 11.32%
3 Industrials 11.03%
4 Consumer Discretionary 10.72%
5 Energy 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$236K 0.18%
4,332
+34
77
$232K 0.18%
4,578
+12
78
$230K 0.18%
11,690
-690
79
$221K 0.17%
953
-100
80
$201K 0.16%
2,732
+10
81
-15,343