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

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
251
$77.2K 0.01%
+1,031
252
$77.1K 0.01%
+25
253
$76.6K 0.01%
+876
254
$76.6K 0.01%
+626
255
$75.9K 0.01%
+345
256
$75.8K 0.01%
+680
257
$75.3K 0.01%
+613
258
$74.9K 0.01%
+623
259
$74.8K 0.01%
+1,451
260
$74.7K 0.01%
+1,050
261
$73.9K 0.01%
+553
262
$73.7K 0.01%
+494
263
$73.5K 0.01%
+579
264
$73K 0.01%
+1,802
265
$72.4K 0.01%
+2,075
266
$71.4K 0.01%
+1,303
267
$69.7K 0.01%
+459
268
$69.3K 0.01%
+3,344
269
$69.2K 0.01%
+2,057
270
$68.1K 0.01%
+1,278
271
$67.1K 0.01%
+1,138
272
$66.7K 0.01%
+326
273
$66.4K 0.01%
+1,855
274
$65.4K 0.01%
+3,947
275
$64.7K 0.01%
+390