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

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
326
$42.1K ﹤0.01%
+130
327
$41.9K ﹤0.01%
+603
328
$41.4K ﹤0.01%
+799
329
$41.4K ﹤0.01%
+389
330
$40.3K ﹤0.01%
+1,154
331
$40.1K ﹤0.01%
+514
332
$39.4K ﹤0.01%
+349
333
$38.7K ﹤0.01%
+320
334
$38.3K ﹤0.01%
+508
335
$38.1K ﹤0.01%
+5,030
336
$37.8K ﹤0.01%
+273
337
$37.3K ﹤0.01%
+410
338
$36.9K ﹤0.01%
+400
339
$36.8K ﹤0.01%
+177
340
$36.7K ﹤0.01%
+436
341
$36.3K ﹤0.01%
+277
342
$36.2K ﹤0.01%
451
-2,211
343
$36K ﹤0.01%
+763
344
$36K ﹤0.01%
+493
345
$36K ﹤0.01%
+493
346
$35.4K ﹤0.01%
+349
347
$34.7K ﹤0.01%
+972
348
$34.4K ﹤0.01%
+1,121
349
$34.2K ﹤0.01%
+305
350
$34.1K ﹤0.01%
+168