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
451
$13.9K ﹤0.01%
+367
452
$13.9K ﹤0.01%
+1,650
453
$13.5K ﹤0.01%
+183
454
$13.5K ﹤0.01%
+500
455
$13.4K ﹤0.01%
+108
456
$13.2K ﹤0.01%
+300
457
$13.2K ﹤0.01%
+773
458
$13.1K ﹤0.01%
+32
459
$12.9K ﹤0.01%
+376
460
$12.8K ﹤0.01%
+505
461
$12.7K ﹤0.01%
+254
462
$12.5K ﹤0.01%
+1,146
463
$12.5K ﹤0.01%
+102
464
$12.5K ﹤0.01%
+87
465
$12.3K ﹤0.01%
+1,300
466
$12.2K ﹤0.01%
+500
467
$11.8K ﹤0.01%
+1,605
468
$11.8K ﹤0.01%
+500
469
$11.7K ﹤0.01%
+205
470
$11.5K ﹤0.01%
+700
471
$11.5K ﹤0.01%
+974
472
$11.4K ﹤0.01%
+992
473
$11.3K ﹤0.01%
+290
474
$11.2K ﹤0.01%
+50
475
$11K ﹤0.01%
+491
17 18
19
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