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
276
$45.5K ﹤0.01%
+144
277
$45K ﹤0.01%
1,809
+1,062
278
$44.4K ﹤0.01%
763
279
$44.3K ﹤0.01%
113
280
$44.2K ﹤0.01%
967
281
$43.9K ﹤0.01%
240
282
$43.8K ﹤0.01%
311
283
$43.3K ﹤0.01%
728
+21
284
$43K ﹤0.01%
77
+47
285
$41.9K ﹤0.01%
982
286
$41.7K ﹤0.01%
218
287
$41.6K ﹤0.01%
517
288
$41.1K ﹤0.01%
79
289
$40.9K ﹤0.01%
+150
290
$40.6K ﹤0.01%
57
291
$40.4K ﹤0.01%
190
292
$39.4K ﹤0.01%
133
293
$39.2K ﹤0.01%
415
294
$38.5K ﹤0.01%
400
295
$38.4K ﹤0.01%
83
296
$37.8K ﹤0.01%
1,125
297
$37.6K ﹤0.01%
263
298
$37K ﹤0.01%
98
299
$36.3K ﹤0.01%
316
+300
300
$36.1K ﹤0.01%
1,240
-40
10 11
12
13 14