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
376
$27K ﹤0.01%
+175
377
$26.8K ﹤0.01%
+246
378
$26.7K ﹤0.01%
+780
379
$26.5K ﹤0.01%
+834
380
$26.5K ﹤0.01%
+252
381
$26K ﹤0.01%
+382
382
$26K ﹤0.01%
+292
383
$25.4K ﹤0.01%
+2,337
384
$24.9K ﹤0.01%
+61
385
$24.7K ﹤0.01%
+135
386
$24.6K ﹤0.01%
+98
387
$24.1K ﹤0.01%
+1,944
388
$24.1K ﹤0.01%
+120
389
$24.1K ﹤0.01%
+524
390
$23.7K ﹤0.01%
+727
391
$23.6K ﹤0.01%
+263
392
$23.5K ﹤0.01%
+237
393
$23.3K ﹤0.01%
+311
394
$22.9K ﹤0.01%
+2,900
395
$22.5K ﹤0.01%
+218
396
$22.5K ﹤0.01%
+349
397
$22.3K ﹤0.01%
+255
398
$22.2K ﹤0.01%
+625
399
$22.2K ﹤0.01%
+57
400
$22.1K ﹤0.01%
+27