SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.78M
3
+$1.65M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.28M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.12M

Top Sells

1
+$3.05M
2
+$2.02M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$904K

Sector Composition

1 Technology 5.46%
2 Consumer Staples 1.55%
3 Consumer Discretionary 1.06%
4 Financials 0.86%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.3K ﹤0.01%
176
477
$10.2K ﹤0.01%
275
478
$10.2K ﹤0.01%
+200
479
$9.98K ﹤0.01%
196
-196
480
$9.98K ﹤0.01%
100
481
$9.78K ﹤0.01%
90
482
$9.7K ﹤0.01%
+125
483
$9.55K ﹤0.01%
821
484
$9.48K ﹤0.01%
23
485
$9.35K ﹤0.01%
224
486
$9.3K ﹤0.01%
97
487
$9.27K ﹤0.01%
386
488
$9.2K ﹤0.01%
71
489
$9.16K ﹤0.01%
162
-163
490
$9.11K ﹤0.01%
215
+149
491
$9.09K ﹤0.01%
+150
492
$8.98K ﹤0.01%
87
+43
493
$8.82K ﹤0.01%
309
494
$8.78K ﹤0.01%
109
495
$8.77K ﹤0.01%
53
496
$8.6K ﹤0.01%
113
-39
497
$8.49K ﹤0.01%
42
498
$8.47K ﹤0.01%
450
499
$8.45K ﹤0.01%
49
500
$8.35K ﹤0.01%
368
+250
18 19
20
21 22