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Simon Lack

@Sl Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$60.472MTotal holdings35
Assets growth rate8.86%Assets growth rate (2-Q avg)9.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sl Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Sl Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 60.472M in assets, with a quarterly growth rate of 8.86% and a 2-quarter average growth rate of 9.33%. The portfolio is managed by Simon Lack, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NEXTNextdecade
Recent Activity
Increased 3.65%
10.89%
$6.581M
853,529 shares@ $7.72 avg price
USAIPacer Amern Energy Independence Etf
Recent Activity
Increased 0.89%
6.36%
$3.843M
96,615 shares@ $39.78 avg price