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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.35M
3
+$7.05M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.61M

Top Sells

1
+$4.32M
2
+$3.35M
3
+$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.54%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.22%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$29.3K ﹤0.01%
58
+45
427
$29.2K ﹤0.01%
+257
428
$29.1K ﹤0.01%
27
429
$29K ﹤0.01%
432
+83
430
$28.8K ﹤0.01%
198
+47
431
$28.5K ﹤0.01%
2,785
432
$28K ﹤0.01%
2,900
433
$28K ﹤0.01%
+130
434
$27.8K ﹤0.01%
740
435
$27.6K ﹤0.01%
+515
436
$27.1K ﹤0.01%
206
+6
437
$26.9K ﹤0.01%
290
+145
438
$26.3K ﹤0.01%
727
439
$26.2K ﹤0.01%
120
440
$26K ﹤0.01%
+100
441
$25.7K ﹤0.01%
255
442
$25.3K ﹤0.01%
820
-301
443
$25.3K ﹤0.01%
+249
444
$24.9K ﹤0.01%
+330
445
$24.4K ﹤0.01%
190
-200
446
$23.9K ﹤0.01%
425
-6,409
447
$23.7K ﹤0.01%
523
448
$23.6K ﹤0.01%
493
449
$23.6K ﹤0.01%
+275
450
$23K ﹤0.01%
144
16 17
18
19 20