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
426
$14.9K ﹤0.01%
493
427
$14.7K ﹤0.01%
1,250
-12
428
$14.7K ﹤0.01%
917
429
$14.7K ﹤0.01%
1,300
430
$14.7K ﹤0.01%
310
+33
431
$14.5K ﹤0.01%
548
432
$14.4K ﹤0.01%
250
433
$14.1K ﹤0.01%
1,605
434
$13.9K ﹤0.01%
1,044
435
$13.9K ﹤0.01%
46
436
$13.8K ﹤0.01%
48
437
$13.8K ﹤0.01%
704
438
$13.6K ﹤0.01%
+57
439
$13.6K ﹤0.01%
1,223
440
$13.5K ﹤0.01%
+100
441
$13.5K ﹤0.01%
48
442
$13.5K ﹤0.01%
+409
443
$13.5K ﹤0.01%
636
444
$13.5K ﹤0.01%
+62
445
$13.5K ﹤0.01%
+235
446
$13.2K ﹤0.01%
394
447
$13.2K ﹤0.01%
1,170
+24
448
$13.2K ﹤0.01%
171
+28
449
$12.9K ﹤0.01%
+100
450
$12.9K ﹤0.01%
491
16 17
18
19 20