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
251
$101K 0.01%
+868
252
$100K 0.01%
1,116
+66
253
$100K 0.01%
3,318
+875
254
$100K 0.01%
1,393
-100
255
$99.6K 0.01%
2,753
-83
256
$97.6K 0.01%
458
+93
257
$97.5K 0.01%
686
-34
258
$96.7K 0.01%
2,600
+2,095
259
$96.5K 0.01%
800
260
$96.3K 0.01%
1,061
261
$95.3K 0.01%
797
+244
262
$93.7K 0.01%
580
-33
263
$93.7K 0.01%
1,721
264
$93.1K 0.01%
+2,390
265
$91.2K 0.01%
2,615
-1,135
266
$90.7K 0.01%
25
267
$90.3K 0.01%
579
268
$89.2K 0.01%
678
269
$88.5K 0.01%
621
-36
270
$85.9K 0.01%
626
271
$85.3K 0.01%
1,151
+835
272
$84.9K 0.01%
2,075
273
$84.3K 0.01%
411
+20
274
$83K 0.01%
637
+585
275
$82.4K 0.01%
1,510
9 10
11
12 13