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
326
$61.9K 0.01%
1,000
327
$60.3K 0.01%
992
+942
328
$58.9K 0.01%
170
-22
329
$58.7K 0.01%
2,347
330
$58.5K 0.01%
621
+54
331
$58.3K 0.01%
847
332
$57.7K 0.01%
159
-5
333
$56.9K ﹤0.01%
925
334
$56.3K ﹤0.01%
273
335
$56.3K ﹤0.01%
778
+257
336
$55.8K ﹤0.01%
635
337
$55.8K ﹤0.01%
349
338
$55.6K ﹤0.01%
400
339
$55.2K ﹤0.01%
4,365
340
$55.1K ﹤0.01%
538
-3
341
$54.9K ﹤0.01%
1,285
+750
342
$54.7K ﹤0.01%
1,223
+1,120
343
$54.5K ﹤0.01%
2,749
344
$53.9K ﹤0.01%
97
+40
345
$53.6K ﹤0.01%
603
346
$52.5K ﹤0.01%
1,047
+22
347
$52.5K ﹤0.01%
270
348
$52K ﹤0.01%
1,825
349
$51.8K ﹤0.01%
124
-6
350
$51.8K ﹤0.01%
126
-33
12 13
14
15 16