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
451
$22.9K ﹤0.01%
+121
452
$22.5K ﹤0.01%
1,212
453
$22K ﹤0.01%
166
-1
454
$21.6K ﹤0.01%
264
455
$21.2K ﹤0.01%
1,162
456
$21.2K ﹤0.01%
136
457
$21.2K ﹤0.01%
250
458
$21.1K ﹤0.01%
1,910
-331
459
$21K ﹤0.01%
705
460
$20.8K ﹤0.01%
+1,600
461
$20.4K ﹤0.01%
51
-9
462
$20.4K ﹤0.01%
2,331
-6
463
$20.2K ﹤0.01%
102
-217
464
$19.8K ﹤0.01%
+715
465
$19.6K ﹤0.01%
32
466
$19.6K ﹤0.01%
92
-4
467
$19.6K ﹤0.01%
400
468
$19.6K ﹤0.01%
+65
469
$19.5K ﹤0.01%
254
470
$19.5K ﹤0.01%
268
471
$19.3K ﹤0.01%
94
+40
472
$19.1K ﹤0.01%
692
+192
473
$18.9K ﹤0.01%
+200
474
$18.9K ﹤0.01%
325
-817
475
$18.8K ﹤0.01%
528
17 18
19
20 21