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
301
$36.1K ﹤0.01%
225
302
$35.6K ﹤0.01%
121
+50
303
$35.5K ﹤0.01%
345
-2
304
$35.3K ﹤0.01%
791
305
$34.7K ﹤0.01%
480
+161
306
$34.6K ﹤0.01%
772
+128
307
$34.2K ﹤0.01%
209
-5
308
$34.1K ﹤0.01%
767
309
$34.1K ﹤0.01%
843
+272
310
$34K ﹤0.01%
106
-1
311
$33.9K ﹤0.01%
486
+26
312
$33.9K ﹤0.01%
643
+120
313
$33.4K ﹤0.01%
400
314
$32.8K ﹤0.01%
669
315
$31.5K ﹤0.01%
384
-15
316
$31.4K ﹤0.01%
325
317
$31K ﹤0.01%
780
318
$30.9K ﹤0.01%
178
+66
319
$30.7K ﹤0.01%
235
320
$30.7K ﹤0.01%
234
321
$30.7K ﹤0.01%
+87
322
$30.6K ﹤0.01%
174
323
$30.5K ﹤0.01%
220
-3
324
$30.5K ﹤0.01%
132
325
$30.4K ﹤0.01%
56
+30
11 12
13
14 15