SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.78M
3
+$1.65M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.28M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.12M

Top Sells

1
+$3.05M
2
+$2.02M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$904K

Sector Composition

1 Technology 5.46%
2 Consumer Staples 1.55%
3 Consumer Discretionary 1.06%
4 Financials 0.86%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$58.3K 0.01%
3,241
+9
252
$58.2K 0.01%
671
+360
253
$57.8K 0.01%
407
-35
254
$57.3K 0.01%
+750
255
$56.8K 0.01%
528
256
$56.6K 0.01%
333
257
$55.3K 0.01%
474
258
$53.9K 0.01%
799
259
$53.7K 0.01%
557
-29
260
$52.9K 0.01%
738
261
$52.7K 0.01%
310
262
$52.4K 0.01%
296
263
$51.8K 0.01%
295
-9
264
$50.9K 0.01%
1,879
265
$50.8K 0.01%
330
+170
266
$50.4K 0.01%
478
267
$50.3K 0.01%
514
268
$50.1K 0.01%
368
-15
269
$49K ﹤0.01%
473
270
$48.8K ﹤0.01%
360
271
$48K ﹤0.01%
348
272
$47K ﹤0.01%
448
+48
273
$46.9K ﹤0.01%
134
-1
274
$46.4K ﹤0.01%
160
275
$45.9K ﹤0.01%
2,976
9 10
11
12 13