We are live on ! Find out more
SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$6.53M
3
+$4.73M
4
IXG icon
iShares Global Financials ETF
IXG
+$4.34M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.23M

Top Sells

1
+$20.9M
2
+$7.47M
3
+$5.43M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.91M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.54M

Sector Composition

1 Financials 0.45%
2 Technology 0.34%
3 Utilities 0.33%
4 Consumer Staples 0.19%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
0
252
– –
-266
253
– –
-1
254
$0 ﹤0.01%
200
255
$0 ﹤0.01%
10
256
– –
-10
257
$0 ﹤0.01%
+1
258
$0 ﹤0.01%
6
259
– –
-432
260
– –
-241
261
– –
0
262
– –
-85
263
$0 ﹤0.01%
21
264
$0 ﹤0.01%
6
265
$0 ﹤0.01%
8
266
– –
-35
7 8 9 10
11