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
451
$12.8K ﹤0.01%
974
452
$12.8K ﹤0.01%
106
453
$12.5K ﹤0.01%
162
454
$12.5K ﹤0.01%
686
455
$12.4K ﹤0.01%
117
456
$12.3K ﹤0.01%
271
457
$11.9K ﹤0.01%
175
+75
458
$11.5K ﹤0.01%
+116
459
$11.3K ﹤0.01%
70
460
$11.3K ﹤0.01%
166
461
$11K ﹤0.01%
112
462
$11K ﹤0.01%
150
463
$10.9K ﹤0.01%
494
+328
464
$10.9K ﹤0.01%
152
465
$10.8K ﹤0.01%
377
466
$10.8K ﹤0.01%
+87
467
$10.8K ﹤0.01%
343
468
$10.8K ﹤0.01%
1,450
469
$10.7K ﹤0.01%
100
470
$10.6K ﹤0.01%
235
471
$10.6K ﹤0.01%
90
472
$10.5K ﹤0.01%
20
473
$10.4K ﹤0.01%
312
474
$10.4K ﹤0.01%
425
475
$10.4K ﹤0.01%
52
17 18
19
20 21