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
$982M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

Top Sells

1
+$7.35M
2
+$4.47M
3
+$3.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.14M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 1.35%
3 Consumer Discretionary 1.13%
4 Financials 0.79%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$34.3K ﹤0.01%
665
302
$33.8K ﹤0.01%
311
303
$33.3K ﹤0.01%
1,280
304
$33.1K ﹤0.01%
243
-15
305
$32.9K ﹤0.01%
250
306
$32.9K ﹤0.01%
263
307
$32.4K ﹤0.01%
135
+16
308
$32.2K ﹤0.01%
969
309
$31.8K ﹤0.01%
295
310
$31.6K ﹤0.01%
325
-250
311
$31.6K ﹤0.01%
767
312
$31.4K ﹤0.01%
948
+256
313
$30.4K ﹤0.01%
237
314
$29.9K ﹤0.01%
136
+15
315
$29.8K ﹤0.01%
460
-287
316
$29.7K ﹤0.01%
770
317
$29.5K ﹤0.01%
257
318
$29.4K ﹤0.01%
300
+100
319
$29.2K ﹤0.01%
234
320
$28.9K ﹤0.01%
256
321
$28.4K ﹤0.01%
700
-40
322
$27.6K ﹤0.01%
180
323
$26.8K ﹤0.01%
120
324
$26.7K ﹤0.01%
217
+32
325
$26.6K ﹤0.01%
249
11 12
13
14 15