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
276
$82.2K 0.01%
459
277
$81.8K 0.01%
5,851
-172
278
$81.8K 0.01%
1,303
279
$81.8K 0.01%
1,094
280
$81.5K 0.01%
1,048
+1,032
281
$79.4K 0.01%
345
282
$79K 0.01%
319
+284
283
$78.9K 0.01%
180
+154
284
$78.6K 0.01%
612
+202
285
$77.7K 0.01%
+2,140
286
$77.1K 0.01%
+872
287
$76.3K 0.01%
1,031
288
$75.7K 0.01%
735
+710
289
$75.6K 0.01%
3,630
+2,510
290
$75.4K 0.01%
887
291
$74.3K 0.01%
+1,905
292
$74K 0.01%
4,819
-63
293
$71.5K 0.01%
326
294
$71.4K 0.01%
1,810
+8
295
$71.2K 0.01%
1,154
296
$71K 0.01%
5,354
+3,410
297
$70.4K 0.01%
1,006
-434
298
$69.7K 0.01%
+620
299
$69.5K 0.01%
670
+234
300
$69.5K 0.01%
+560
10 11
12
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