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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.35M
3
+$7.05M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.61M

Top Sells

1
+$4.32M
2
+$3.35M
3
+$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.54%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.22%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$125K 0.01%
2,537
227
$123K 0.01%
4,524
+4,215
228
$123K 0.01%
2,996
229
$122K 0.01%
423
-97
230
$119K 0.01%
2,975
231
$118K 0.01%
1,334
+33
232
$118K 0.01%
666
+187
233
$115K 0.01%
665
-15
234
$112K 0.01%
246
+185
235
$112K 0.01%
660
+142
236
$111K 0.01%
681
+58
237
$110K 0.01%
1,435
+911
238
$108K 0.01%
1,428
-38
239
$108K 0.01%
232
+62
240
$106K 0.01%
1,516
-18
241
$105K 0.01%
512
242
$105K 0.01%
13
243
$104K 0.01%
+1,150
244
$104K 0.01%
917
+763
245
$104K 0.01%
2,760
+24
246
$104K 0.01%
+340
247
$103K 0.01%
4,034
248
$102K 0.01%
623
+556
249
$101K 0.01%
405
+99
250
$101K 0.01%
1,260
8 9
10
11 12