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
301
$52.7K 0.01%
+870
302
$52.5K 0.01%
+319
303
$52.4K 0.01%
+847
304
$51.6K 0.01%
+876
305
$50.8K 0.01%
+252
306
$50.7K 0.01%
+5,000
307
$50K 0.01%
+700
308
$49.7K 0.01%
+354
309
$49.6K 0.01%
+635
310
$49K 0.01%
+1,825
311
$48.9K 0.01%
+1,025
312
$46.9K ﹤0.01%
+164
313
$46.5K ﹤0.01%
+925
314
$46.3K ﹤0.01%
+567
315
$46.2K ﹤0.01%
+390
316
$45.7K ﹤0.01%
+1,000
317
$45.7K ﹤0.01%
+705
318
$45.6K ﹤0.01%
+214
319
$45.3K ﹤0.01%
+160
320
$45.1K ﹤0.01%
+575
321
$44K ﹤0.01%
+1,612
322
$43.3K ﹤0.01%
+276
323
$42.9K ﹤0.01%
+2,347
324
$42.7K ﹤0.01%
+397
325
$42.3K ﹤0.01%
+2,436
11 12
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