SA

SL Advisors Portfolio holdings

AUM $50.8M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$877K
2 +$229K
3 +$228K
4
MRK icon
Merck
MRK
+$223K
5
CL icon
Colgate-Palmolive
CL
+$213K

Top Sells

1 +$87.3K
2 +$39K
3 +$36.8K
4
LNG icon
Cheniere Energy
LNG
+$34.5K
5
WMB icon
Williams Companies
WMB
+$32.9K

Sector Composition

1 Energy 57.96%
2 Consumer Staples 10.43%
3 Industrials 6.19%
4 Financials 3.79%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.45%
+3,174