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 Buys

1
+$3.29M
2
+$1.78M
3
+$1.65M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.28M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.12M

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
351
$24.9K ﹤0.01%
1,120
352
$24.7K ﹤0.01%
332
-65
353
$24.5K ﹤0.01%
1,162
354
$24.4K ﹤0.01%
190
355
$24.3K ﹤0.01%
237
-12
356
$24.3K ﹤0.01%
705
357
$24.2K ﹤0.01%
274
+56
358
$23.9K ﹤0.01%
189
359
$23.4K ﹤0.01%
434
360
$23.4K ﹤0.01%
535
361
$23.2K ﹤0.01%
43
-2
362
$22.8K ﹤0.01%
498
-4
363
$22.7K ﹤0.01%
400
364
$22.7K ﹤0.01%
248
-80
365
$22.5K ﹤0.01%
376
366
$22.5K ﹤0.01%
+400
367
$22.4K ﹤0.01%
+49
368
$22.3K ﹤0.01%
+200
369
$21.8K ﹤0.01%
161
370
$21.7K ﹤0.01%
680
371
$21.6K ﹤0.01%
100
372
$21.2K ﹤0.01%
+12
373
$21.2K ﹤0.01%
+126
374
$21.2K ﹤0.01%
30
375
$21K ﹤0.01%
1,910
13 14
15
16 17