SLA

Silver Lake Advisory Portfolio holdings

AUM $258M
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$319K
3 +$280K
4
INTC icon
Intel
INTC
+$244K
5
INTU icon
Intuit
INTU
+$236K

Top Sells

1 +$647K
2 +$522K
3 +$272K
4
IBM icon
IBM
IBM
+$176K
5
ADP icon
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
$204K 0.09%
+2,787
102
$202K 0.09%
2,000
103
$111K 0.05%
+10,236
104
$76.3K 0.03%
11,000
105
-1,622