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
351
$33.8K ﹤0.01%
+1,255
352
$33.3K ﹤0.01%
+772
353
$32.9K ﹤0.01%
+576
354
$32.8K ﹤0.01%
+420
355
$32.2K ﹤0.01%
+740
356
$32.1K ﹤0.01%
+159
357
$32.1K ﹤0.01%
+638
358
$32K ﹤0.01%
+236
359
$31.9K ﹤0.01%
+913
360
$31.6K ﹤0.01%
+334
361
$31.3K ﹤0.01%
+1,143
362
$31K ﹤0.01%
+269
363
$30.5K ﹤0.01%
+586
364
$30K ﹤0.01%
+280
365
$30K ﹤0.01%
+981
366
$29.2K ﹤0.01%
+969
367
$28.6K ﹤0.01%
+521
368
$28.5K ﹤0.01%
+201
369
$28.1K ﹤0.01%
+225
370
$28K ﹤0.01%
+740
371
$27.8K ﹤0.01%
+915
372
$27.7K ﹤0.01%
+1,600
373
$27.5K ﹤0.01%
+246
374
$27.4K ﹤0.01%
+1,871
375
$27.3K ﹤0.01%
+3,185