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
$46.6M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$264K
3 +$63.2K
4
PAGP icon
Plains GP Holdings
PAGP
+$23K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$19.2K

Top Sells

1 +$441K
2 +$203K
3 +$56.8K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$52.5K
5
KMI icon
Kinder Morgan
KMI
+$35K

Sector Composition

1 Energy 59.16%
2 Consumer Staples 10.27%
3 Industrials 5.8%
4 Financials 3.56%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,174