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
251
$46.6K ﹤0.01%
1,516
-15
252
$46.4K ﹤0.01%
160
253
$46.1K ﹤0.01%
200
-100
254
$45.9K ﹤0.01%
799
255
$45.3K ﹤0.01%
411
256
$45.3K ﹤0.01%
72
257
$45.2K ﹤0.01%
1,879
258
$43.7K ﹤0.01%
1,290
+15
259
$43.4K ﹤0.01%
263
260
$43.4K ﹤0.01%
350
-1
261
$41.8K ﹤0.01%
763
262
$41.8K ﹤0.01%
240
-12
263
$41.5K ﹤0.01%
482
264
$41.2K ﹤0.01%
117
-2
265
$41.2K ﹤0.01%
415
+50
266
$40.7K ﹤0.01%
113
-5
267
$40.4K ﹤0.01%
190
-277
268
$39.7K ﹤0.01%
585
+38
269
$39.3K ﹤0.01%
218
270
$39K ﹤0.01%
517
-27
271
$38.4K ﹤0.01%
669
272
$38K ﹤0.01%
707
273
$37.8K ﹤0.01%
+500
274
$37.5K ﹤0.01%
114
-27
275
$37.4K ﹤0.01%
194
-2
9 10
11
12 13