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
401
$21.8K ﹤0.01%
+512
402
$21.8K ﹤0.01%
+1,200
403
$21.8K ﹤0.01%
+1,120
404
$21.7K ﹤0.01%
+2,241
405
$21.7K ﹤0.01%
+200
406
$21.5K ﹤0.01%
+57
407
$21.4K ﹤0.01%
+176
408
$21.1K ﹤0.01%
+246
409
$20.9K ﹤0.01%
+218
410
$20.9K ﹤0.01%
+359
411
$20.9K ﹤0.01%
+199
412
$20.8K ﹤0.01%
+94
413
$20.7K ﹤0.01%
+333
414
$20.1K ﹤0.01%
+167
415
$19.9K ﹤0.01%
+316
416
$19.5K ﹤0.01%
+424
417
$19.2K ﹤0.01%
+705
418
$19K ﹤0.01%
+461
419
$18.9K ﹤0.01%
+535
420
$18.7K ﹤0.01%
+151
421
$18.3K ﹤0.01%
+2,375
422
$17.9K ﹤0.01%
+307
423
$17.9K ﹤0.01%
+1,162
424
$17.7K ﹤0.01%
+264
425
$17.6K ﹤0.01%
+600