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
$944M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.08M
3
+$818K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$402K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$354K

Top Sells

1
+$5.45M
2
+$2.82M
3
+$2.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.61M

Sector Composition

1 Technology 5.03%
2 Consumer Staples 1.29%
3 Consumer Discretionary 1.11%
4 Financials 0.79%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.4K 0.01%
2,594
227
$61.8K 0.01%
603
228
$61.6K 0.01%
1,107
229
$59.3K 0.01%
537
-12
230
$57.6K 0.01%
156
-6
231
$57.3K 0.01%
334
232
$56.7K 0.01%
506
-44
233
$56.2K 0.01%
593
234
$55.4K 0.01%
1,745
235
$55.2K 0.01%
250
-1
236
$54.7K 0.01%
310
-16
237
$53.5K 0.01%
706
238
$52.5K 0.01%
586
-30
239
$51.6K 0.01%
333
-10
240
$50.9K 0.01%
400
241
$50.3K 0.01%
360
-18
242
$50.3K 0.01%
383
-20
243
$50.1K 0.01%
296
-37
244
$50K 0.01%
246
245
$49.8K 0.01%
135
-16
246
$49.7K 0.01%
222
247
$49.1K 0.01%
101
-5
248
$48.9K 0.01%
473
249
$48K 0.01%
514
250
$47K 0.01%
2,976
8 9
10
11 12