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
$643M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$1.27M
3
+$945K
4
AAPL icon
Apple
AAPL
+$764K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$705K

Top Sells

1
+$3.17M
2
+$907K
3
+$761K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$407K
5
VUG icon
Vanguard Growth ETF
VUG
+$395K

Sector Composition

1 Technology 0.79%
2 Financials 0.72%
3 Utilities 0.35%
4 Materials 0.26%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.94M 1.08%
73,878
-2,000
27
$6.61M 1.03%
80,589
-131
28
$6.14M 0.95%
62,742
+2,936
29
$5.94M 0.92%
19,170
+135
30
$5.77M 0.9%
139,229
-734
31
$5.15M 0.8%
65,606
+502
32
$4.84M 0.75%
157,146
-5,107
33
$4.37M 0.68%
32,263
+1,267
34
$3.67M 0.57%
7,627
+35
35
$3.4M 0.53%
18,107
+769
36
$3.03M 0.47%
21,416
+5,398
37
$2.08M 0.32%
39,826
+1,410
38
$2.02M 0.31%
27,690
-12,418
39
$1.95M 0.3%
46,302
40
$1.52M 0.24%
20,631
+227
41
$1.46M 0.23%
9,769
+483
42
$1.3M 0.2%
3,852
-311
43
$1.17M 0.18%
4,156
+1,394
44
$1.06M 0.16%
18,032
+517
45
$1.03M 0.16%
5,150
46
$995K 0.15%
6,060
+2,920
47
$860K 0.13%
13,436
+2,154
48
$746K 0.12%
2,084
+883
49
$685K 0.11%
2,772
+5
50
$644K 0.1%
+2,787
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