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

Top Sells

1
+$545K
2
+$518K
3
+$356K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K

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
276
$64.6K 0.01%
+2,464
277
$63.3K 0.01%
+170
278
$62.8K 0.01%
+2,443
279
$62.5K 0.01%
+4,882
280
$62.4K 0.01%
+391
281
$61.4K 0.01%
+1,405
282
$61K 0.01%
+862
283
$60.6K 0.01%
+2,749
284
$60K 0.01%
+159
285
$59.7K 0.01%
+887
286
$59.2K 0.01%
+800
287
$59K 0.01%
+192
288
$58.9K 0.01%
+4,186
289
$58.5K 0.01%
+541
290
$57.7K 0.01%
+1,220
291
$56.4K 0.01%
+1,142
292
$56.3K 0.01%
+345
293
$56.2K 0.01%
1,524
-9,653
294
$56K 0.01%
+1,095
295
$55.6K 0.01%
+365
296
$54.7K 0.01%
+4,365
297
$54.5K 0.01%
+452
298
$54K 0.01%
+270
299
$54K 0.01%
+1,000
300
$53K 0.01%
+479
10 11
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