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
401
$17.5K ﹤0.01%
168
402
$17.5K ﹤0.01%
676
403
$17.5K ﹤0.01%
6,000
404
$17.3K ﹤0.01%
216
405
$17.3K ﹤0.01%
256
406
$17.3K ﹤0.01%
770
407
$17.2K ﹤0.01%
172
408
$17.1K ﹤0.01%
204
+160
409
$16.9K ﹤0.01%
102
410
$16.9K ﹤0.01%
727
411
$16.7K ﹤0.01%
650
+85
412
$16.3K ﹤0.01%
73
413
$16.2K ﹤0.01%
649
414
$16.1K ﹤0.01%
376
415
$16.1K ﹤0.01%
132
-118
416
$15.8K ﹤0.01%
124
417
$15.8K ﹤0.01%
53
+13
418
$15.6K ﹤0.01%
+140
419
$15.5K ﹤0.01%
740
420
$15.5K ﹤0.01%
992
421
$15.3K ﹤0.01%
200
+100
422
$15.3K ﹤0.01%
+64
423
$15.2K ﹤0.01%
241
+95
424
$15.2K ﹤0.01%
773
425
$15K ﹤0.01%
300
15 16
17
18 19