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
$164M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$3.97M
2 +$3.84M
3 +$3.37M
4
ETN icon
Eaton
ETN
+$3.13M
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$2.96M

Top Sells

1 +$3.83M
2 +$3.36M
3 +$3.35M
4
AVA icon
Avista
AVA
+$1.64M
5
BGS icon
B&G Foods
BGS
+$690K

Sector Composition

1 Healthcare 16.67%
2 Technology 14.61%
3 Industrials 12.07%
4 Financials 10.96%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-21,933
102
-10,715
103
-38,543