SLA
Silver Lake Advisory Portfolio holdings
AUM
$251M
1-Year Est. Return
14.48%
1 Year Est. Return
+14.48%
AUM
$235M
AUM Growth
+$5.62M
(+2.5%)
Holding
105
Top Buys
| 1 | +$1.97M | |
| 2 | +$319K | |
| 3 | +$280K | |
| 4 |
Intel
INTC
|
+$244K |
| 5 |
Intuit
INTU
|
+$236K |
Top Sells
| 1 | +$647K | |
| 2 | +$522K | |
| 3 | +$272K | |
| 4 |
IBM
IBM
|
+$176K |
| 5 |
Automatic Data Processing
ADP
|
+$133K |
Sector Composition
| 1 | Technology | 29.32% |
| 2 | Financials | 16.03% |
| 3 | Healthcare | 12.22% |
| 4 | Industrials | 10.61% |
| 5 | Energy | 6.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Carrier Global
CARR
$45.9B
| $204K | 0.09% |
+2,787
|
|
||
102
United Parcel Service
UPS
$80.4B
| $202K | 0.09% |
2,000
|
|
||
103
Archer Aviation
ACHR
$6.57B
| $111K | 0.05% |
+10,236
|
|
||
104
NexGen Energy
NXE
$6.48B
| $76.3K | 0.03% |
11,000
|
|
||
105
Aon
AON
$74.7B
| – | – |
-1,622
|
|