SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.78M
3
+$1.65M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.28M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.12M

Top Sells

1
+$3.05M
2
+$2.02M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$904K

Sector Composition

1 Technology 5.46%
2 Consumer Staples 1.55%
3 Consumer Discretionary 1.06%
4 Financials 0.86%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70.9K 0.01%
2,266
+30
227
$69.3K 0.01%
475
228
$69.3K 0.01%
292
+200
229
$68.2K 0.01%
792
230
$68.1K 0.01%
222
231
$67.9K 0.01%
1,290
232
$67.9K 0.01%
475
233
$67.5K 0.01%
156
234
$67.5K 0.01%
925
235
$67K 0.01%
500
236
$66.4K 0.01%
746
237
$65.7K 0.01%
743
+150
238
$65.2K 0.01%
200
239
$63.1K 0.01%
2,594
240
$62.4K 0.01%
1,745
241
$62.1K 0.01%
+1,488
242
$61.6K 0.01%
172
+101
243
$61.5K 0.01%
2,275
-443
244
$61.2K 0.01%
646
245
$60.6K 0.01%
484
246
$59.9K 0.01%
1,000
247
$59.6K 0.01%
2,302
+858
248
$59.4K 0.01%
250
249
$58.9K 0.01%
334
250
$58.3K 0.01%
297
8 9
10
11 12