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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.35M
3
+$7.05M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.61M

Top Sells

1
+$4.32M
2
+$3.35M
3
+$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.54%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.22%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18.7K ﹤0.01%
600
477
$18.7K ﹤0.01%
+392
478
$18.5K ﹤0.01%
161
479
$18.5K ﹤0.01%
392
480
$18.4K ﹤0.01%
146
+44
481
$18.1K ﹤0.01%
470
482
$18K ﹤0.01%
462
-3,834
483
$17.9K ﹤0.01%
+184
484
$17.7K ﹤0.01%
+630
485
$17.7K ﹤0.01%
1,000
486
$17.5K ﹤0.01%
348
487
$17.3K ﹤0.01%
770
488
$17.2K ﹤0.01%
290
489
$16.8K ﹤0.01%
426
+328
490
$16.5K ﹤0.01%
1,650
491
$16.3K ﹤0.01%
770
492
$16.2K ﹤0.01%
432
-540
493
$15.7K ﹤0.01%
740
494
$15.6K ﹤0.01%
580
495
$15.5K ﹤0.01%
917
496
$15.5K ﹤0.01%
+367
497
$15.4K ﹤0.01%
183
498
$15K ﹤0.01%
+138
499
$14.7K ﹤0.01%
194
-11
500
$14.6K ﹤0.01%
974
18 19
20
21 22