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
301
$69.4K 0.01%
268
+91
302
$68.3K 0.01%
667
+558
303
$68.1K 0.01%
1,077
+616
304
$68K 0.01%
457
-37
305
$66.9K 0.01%
214
306
$66.2K 0.01%
427
+365
307
$66.1K 0.01%
445
+91
308
$65.8K 0.01%
494
+105
309
$65.7K 0.01%
+638
310
$65.6K 0.01%
491
+222
311
$65.6K 0.01%
+2,780
312
$65.6K 0.01%
336
+161
313
$65.6K 0.01%
1,524
314
$65.3K 0.01%
397
315
$65.3K 0.01%
1,405
316
$64.8K 0.01%
1,119
-332
317
$64.5K 0.01%
115
+80
318
$64.5K 0.01%
252
319
$64.4K 0.01%
3,511
-436
320
$63.5K 0.01%
1,885
-172
321
$63.5K 0.01%
876
322
$63.2K 0.01%
840
-30
323
$62.9K 0.01%
390
324
$62.6K 0.01%
817
-332
325
$62.2K 0.01%
1,612
11 12
13
14 15