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 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
326
$30K ﹤0.01%
700
327
$29.9K ﹤0.01%
969
328
$29.9K ﹤0.01%
125
329
$29.8K ﹤0.01%
209
330
$29.6K ﹤0.01%
961
331
$29.5K ﹤0.01%
257
332
$29.2K ﹤0.01%
665
333
$29K ﹤0.01%
982
+516
334
$28.3K ﹤0.01%
307
335
$28.2K ﹤0.01%
+100
336
$27.7K ﹤0.01%
+440
337
$27.7K ﹤0.01%
438
-58
338
$27.7K ﹤0.01%
316
+16
339
$27.6K ﹤0.01%
180
340
$27.6K ﹤0.01%
295
341
$27K ﹤0.01%
425
342
$26.9K ﹤0.01%
136
343
$26.7K ﹤0.01%
253
+43
344
$26.1K ﹤0.01%
246
345
$26K ﹤0.01%
167
346
$25.9K ﹤0.01%
165
+68
347
$25.5K ﹤0.01%
107
348
$25.5K ﹤0.01%
582
349
$25.3K ﹤0.01%
275
350
$25.2K ﹤0.01%
1,212