SLA
Silver Lake Advisory Portfolio holdings
AUM
$235M
This Quarter Return
+2.26%
1 Year Return
+16.86%
3 Year Return
+46.36%
5 Year Return
+95.46%
10 Year Return
+173.54%
AUM
$229M
AUM Growth
+$229M
(+0.79%)
Cap. Flow
-$238M
Cap. Flow
% of AUM
-103.84%
Top 10 Holdings %
Top 10 Hldgs %
32.35%
Holding
101
New
5
Increased
51
Reduced
33
Closed
2
Top Buys
| 1 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$6.9M |
| 2 |
nVent Electric
NVT
|
$1.65M |
| 3 |
Titan International
TWI
|
$244K |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
$230K |
| 5 |
United Parcel Service
UPS
|
$220K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$237M |
| 2 |
Invesco International Dividend Achievers ETF
PID
|
$6.44M |
| 3 |
Garmin
GRMN
|
$2.14M |
| 4 |
Aon
AON
|
$799K |
| 5 |
Safety Insurance
SAFT
|
$260K |
Sector Composition
| 1 | Technology | 27.33% |
| 2 | Financials | 16.62% |
| 3 | Healthcare | 13.85% |
| 4 | Industrials | 9.95% |
| 5 | Energy | 6.84% |