SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
This Quarter Return
+7.54%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$503M
AUM Growth
+$503M
(+2.9%)
Cap. Flow
-$22.4M
Cap. Flow
% of AUM
-4.45%
Top 10 Holdings %
Top 10 Hldgs %
66.74%
Holding
248
New
32
Increased
36
Reduced
37
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.51M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$546K |
| 3 |
Microsoft
MSFT
|
$382K |
| 4 |
Automatic Data Processing
ADP
|
$253K |
| 5 |
Home Depot
HD
|
$215K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$3.83M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$2.91M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.8M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.72M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.6M |
Sector Composition
| 1 | Technology | 0.5% |
| 2 | Financials | 0.49% |
| 3 | Healthcare | 0.24% |
| 4 | Consumer Staples | 0.23% |
| 5 | Consumer Discretionary | 0.16% |
