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SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$602K
3
+$332K
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$269K
5
NEE icon
NextEra Energy
NEE
+$228K

Top Sells

1
+$2.79M
2
+$1.74M
3
+$1.49M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.3M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.29M

Sector Composition

1 Utilities 0.72%
2 Financials 0.45%
3 Technology 0.37%
4 Consumer Discretionary 0.1%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.01M 1.05%
81,938
-2,636
27
$4.81M 1.01%
62,465
-2,844
28
$4.72M 0.99%
163,117
-23,901
29
$4.54M 0.95%
19,371
+51
30
$4.22M 0.88%
200,303
-32,746
31
$4.04M 0.85%
80,727
-2,938
32
$3.5M 0.73%
66,048
-5,622
33
$3.39M 0.71%
32,418
-241
34
$3.21M 0.67%
40,606
+6
35
$2.56M 0.54%
17,670
+37
36
$1.86M 0.39%
5,505
+481
37
$1.7M 0.36%
42,575
+4,363
38
$1.21M 0.25%
81,064
-4,136
39
$1.21M 0.25%
10,415
+267
40
$890K 0.19%
5,689
41
$837K 0.18%
20,762
+36
42
$561K 0.12%
2,750
+27
43
$452K 0.09%
9,215
+1
44
$395K 0.08%
7,889
+243
45
$350K 0.07%
4,577
46
$343K 0.07%
18,582
47
$339K 0.07%
2,174
+434
48
$332K 0.07%
11,735
49
$326K 0.07%
6,016
50
$320K 0.07%
1,521
1
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