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
$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
State Street SPDR S&P 500 ETF Trust
SPY
+$2.14M

Top Sells

1
+$545K
2
+$518K
3
+$356K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K

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
426
$17.5K ﹤0.01%
+60
427
$17.4K ﹤0.01%
+137
428
$17.2K ﹤0.01%
+523
429
$17.2K ﹤0.01%
+309
430
$16.9K ﹤0.01%
+35
431
$16.8K ﹤0.01%
+1,000
432
$16.7K ﹤0.01%
+528
433
$16.7K ﹤0.01%
+136
434
$16.5K ﹤0.01%
+254
435
$16K ﹤0.01%
+268
436
$15.9K ﹤0.01%
+250
437
$15.9K ﹤0.01%
+392
438
$15.7K ﹤0.01%
+290
439
$15.6K ﹤0.01%
+770
440
$15.5K ﹤0.01%
+740
441
$15.3K ﹤0.01%
+144
442
$15.2K ﹤0.01%
+205
443
$15.1K ﹤0.01%
+161
444
$15K ﹤0.01%
+470
445
$14.9K ﹤0.01%
+154
446
$14.7K ﹤0.01%
+917
447
$14.7K ﹤0.01%
+400
448
$14.4K ﹤0.01%
+96
449
$14.3K ﹤0.01%
+580
450
$14.1K ﹤0.01%
+32
16 17
18
19 20