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
$958M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1 +$7.38M
2 +$6.85M
3 +$5.95M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$10.9K ﹤0.01%
+300
477
$10.9K ﹤0.01%
+356
478
$10.8K ﹤0.01%
+240
479
$10.7K ﹤0.01%
+548
480
$10.5K ﹤0.01%
+2,785
481
$10.4K ﹤0.01%
+109
482
$10.3K ﹤0.01%
+112
483
$10.3K ﹤0.01%
+552
484
$10.3K ﹤0.01%
+123
485
$10.2K ﹤0.01%
+108
486
$10.1K ﹤0.01%
+271
487
$10.1K ﹤0.01%
+486
488
$10.1K ﹤0.01%
+406
489
$10.1K ﹤0.01%
+133
490
$10.1K ﹤0.01%
+320
491
$9.97K ﹤0.01%
+600
492
$9.94K ﹤0.01%
+180
493
$9.89K ﹤0.01%
+96
494
$9.87K ﹤0.01%
+166
495
$9.8K ﹤0.01%
+730
496
$9.72K ﹤0.01%
+48
497
$9.67K ﹤0.01%
+54
498
$9.51K ﹤0.01%
+425
499
$9.38K ﹤0.01%
+67
500
$9.16K ﹤0.01%
+300