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
376
$20.9K ﹤0.01%
144
377
$20.9K ﹤0.01%
196
378
$20.9K ﹤0.01%
1,650
379
$20.8K ﹤0.01%
580
380
$20.5K ﹤0.01%
+390
381
$19.8K ﹤0.01%
35
382
$19.6K ﹤0.01%
76
383
$19.5K ﹤0.01%
1,600
384
$19.4K ﹤0.01%
241
385
$19.3K ﹤0.01%
228
386
$19.2K ﹤0.01%
+42
387
$19.1K ﹤0.01%
+360
388
$18.8K ﹤0.01%
247
+240
389
$18.8K ﹤0.01%
+759
390
$18.7K ﹤0.01%
76
-76
391
$18.6K ﹤0.01%
458
392
$18.6K ﹤0.01%
654
393
$18.5K ﹤0.01%
266
394
$18.2K ﹤0.01%
425
395
$17.9K ﹤0.01%
+65
396
$17.9K ﹤0.01%
415
-33
397
$17.8K ﹤0.01%
145
398
$17.6K ﹤0.01%
500
399
$17.5K ﹤0.01%
432
400
$17.5K ﹤0.01%
+291
14 15
16
17 18