SA

SL Advisors Portfolio holdings

AUM $55.5M
1-Year Est. Return 24.97%
This Quarter Est. Return
1 Year Est. Return
+24.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.9M
AUM Growth
-$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$205K
2 +$25K
3 +$13.7K

Top Sells

1 +$1.39M
2 +$440K
3 +$379K
4
OKE icon
Oneok
OKE
+$287K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$262K

Sector Composition

1 Energy 53.52%
2 Consumer Staples 15.77%
3 Industrials 6.67%
4 Financials 2.99%
5 Technology 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$227K 0.44%
30,609
-11,784
52
$201K 0.39%
20,178
-5,940
53
$5K 0.01%
10,000
54
-5,322
55
-23,902