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
$229M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.9M
2 +$1.65M
3 +$244K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$230K
5
UPS icon
United Parcel Service
UPS
+$220K

Top Sells

1 +$237M
2 +$6.44M
3 +$2.14M
4
AON icon
Aon
AON
+$799K
5
SAFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-351,697