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
351
$50.6K ﹤0.01%
1,310
+530
352
$50.4K ﹤0.01%
168
353
$50K ﹤0.01%
+3,299
354
$49.9K ﹤0.01%
1,080
+80
355
$48.4K ﹤0.01%
432
+195
356
$48.2K ﹤0.01%
377
+240
357
$47.7K ﹤0.01%
532
+526
358
$47.5K ﹤0.01%
389
+281
359
$47.3K ﹤0.01%
174
+76
360
$47.2K ﹤0.01%
360
+108
361
$46.9K ﹤0.01%
799
362
$46.8K ﹤0.01%
493
363
$46.4K ﹤0.01%
+1,520
364
$46.3K ﹤0.01%
532
-330
365
$45.8K ﹤0.01%
705
366
$45.5K ﹤0.01%
246
367
$45.4K ﹤0.01%
334
368
$45.4K ﹤0.01%
1,925
+1,525
369
$44.7K ﹤0.01%
772
370
$44.5K ﹤0.01%
514
371
$44K ﹤0.01%
763
-332
372
$43.9K ﹤0.01%
181
+21
373
$43.8K ﹤0.01%
+610
374
$43.7K ﹤0.01%
2,670
-1,516
375
$43.4K ﹤0.01%
159
13 14
15
16 17