SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
1-Year Return
10.74%
This Quarter Return
+0.55%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$489M
AUM Growth
-$2.71M
(-0.55%)
Cap. Flow
-$5.11M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
67.18%
Holding
243
New
20
Increased
16
Reduced
32
Closed
20
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.66M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$621K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$549K |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$149K |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$106K |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$879K |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$787K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$746K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$577K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$513K |
Sector Composition
| 1 | Financials | 0.53% |
| 2 | Technology | 0.27% |
| 3 | Consumer Staples | 0.17% |
| 4 | Communication Services | 0.14% |
| 5 | Consumer Discretionary | 0.13% |
