SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$6.85M
3
+$5.95M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Top Sells

1
+$545K
2
+$518K
3
+$356K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95.1K 0.01%
+2,836
227
$93.8K 0.01%
+1,555
228
$93.4K 0.01%
+2,112
229
$92.1K 0.01%
+1,440
230
$91.9K 0.01%
+901
231
$91.3K 0.01%
+2,975
232
$90.8K 0.01%
+4,034
233
$90.7K 0.01%
+1,061
234
$90.1K 0.01%
+518
235
$87.9K 0.01%
+1,900
236
$87.4K 0.01%
+1,466
237
$87.2K 0.01%
+678
238
$86K 0.01%
+941
239
$85.7K 0.01%
+1,149
240
$84.4K 0.01%
+720
241
$83.8K 0.01%
+657
242
$83.5K 0.01%
+510
243
$83K 0.01%
+800
244
$80.6K 0.01%
+1,094
245
$80K 0.01%
+1,510
246
$79.9K 0.01%
+1,260
247
$79.4K 0.01%
+6,023
248
$79K 0.01%
+844
249
$78.6K 0.01%
+1,721
250
$77.5K 0.01%
+13
8 9
10
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