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
501
$14.6K ﹤0.01%
773
502
$14.5K ﹤0.01%
87
503
$14.4K ﹤0.01%
1,300
504
$14.2K ﹤0.01%
259
-100
505
$14.2K ﹤0.01%
300
506
$14K ﹤0.01%
376
507
$14K ﹤0.01%
500
508
$13.9K ﹤0.01%
55
+27
509
$13.7K ﹤0.01%
254
510
$13.6K ﹤0.01%
1,146
511
$13.3K ﹤0.01%
992
512
$13.2K ﹤0.01%
96
513
$13.1K ﹤0.01%
1,605
514
$13K ﹤0.01%
618
+425
515
$13K ﹤0.01%
48
-2
516
$12.8K ﹤0.01%
300
517
$12.8K ﹤0.01%
356
518
$12.8K ﹤0.01%
107
-16
519
$12.7K ﹤0.01%
108
520
$12.7K ﹤0.01%
125
-167
521
$12.7K ﹤0.01%
102
522
$12.6K ﹤0.01%
548
523
$12.5K ﹤0.01%
183
524
$12.5K ﹤0.01%
+53
525
$12.5K ﹤0.01%
+153
19 20
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