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
501
$9.03K ﹤0.01%
+59
502
$9.03K ﹤0.01%
+520
503
$8.95K ﹤0.01%
+62
504
$8.89K ﹤0.01%
+902
505
$8.82K ﹤0.01%
+364
506
$8.82K ﹤0.01%
+200
507
$8.79K ﹤0.01%
+154
508
$8.75K ﹤0.01%
+280
509
$8.69K ﹤0.01%
+17
510
$8.68K ﹤0.01%
+276
511
$8.58K ﹤0.01%
+119
512
$8.57K ﹤0.01%
+26
513
$8.46K ﹤0.01%
+183
514
$8.32K ﹤0.01%
+553
515
$8.32K ﹤0.01%
+150
516
$8.13K ﹤0.01%
+266
517
$7.83K ﹤0.01%
+400
518
$7.77K ﹤0.01%
+70
519
$7.75K ﹤0.01%
+235
520
$7.62K ﹤0.01%
+320
521
$7.61K ﹤0.01%
+102
522
$7.6K ﹤0.01%
+184
523
$7.58K ﹤0.01%
+147
524
$7.5K ﹤0.01%
+98
525
$7.42K ﹤0.01%
+460