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
$183M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.78M
2 +$79.4K
3 +$65.8K
4
WTRG icon
Essential Utilities
WTRG
+$56.9K
5
CSCO icon
Cisco
CSCO
+$51K

Top Sells

1 +$3.93M
2 +$2.18M
3 +$777K
4
SPGI icon
S&P Global
SPGI
+$228K
5
COST icon
Costco
COST
+$224K

Sector Composition

1 Technology 19.23%
2 Healthcare 15.03%
3 Financials 14.32%
4 Industrials 10.42%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,173
102
-34,211
103
-390
104
-17,763
105
-35,838