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
$938M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.41M
3
+$2.03M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.27M

Top Sells

1
+$1.85M
2
+$1.23M
3
+$766K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$628K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$524K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 1.58%
3 Consumer Discretionary 1.1%
4 Financials 0.87%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49.4K 0.01%
333
252
$49K 0.01%
738
-868
253
$48.5K 0.01%
474
+63
254
$48.5K 0.01%
799
255
$48.5K 0.01%
3,232
256
$48.1K 0.01%
1,028
+870
257
$48K 0.01%
1,879
258
$47.5K 0.01%
586
259
$47.4K 0.01%
+1,790
260
$47.2K 0.01%
160
261
$46.4K ﹤0.01%
190
262
$45.8K ﹤0.01%
360
263
$44.8K ﹤0.01%
222
264
$43.6K ﹤0.01%
415
265
$42.8K ﹤0.01%
763
266
$42.4K ﹤0.01%
2,976
267
$42.4K ﹤0.01%
69
-3
268
$42.2K ﹤0.01%
500
269
$42.1K ﹤0.01%
113
270
$41.9K ﹤0.01%
400
271
$41.1K ﹤0.01%
200
272
$39.1K ﹤0.01%
399
-107
273
$38.5K ﹤0.01%
593
274
$38.5K ﹤0.01%
240
275
$38.2K ﹤0.01%
348
-2
9 10
11
12 13