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
501
$8.27K ﹤0.01%
405
+14
502
$8.13K ﹤0.01%
321
-752
503
$8.1K ﹤0.01%
265
504
$8.09K ﹤0.01%
81
505
$8K ﹤0.01%
104
506
$7.9K ﹤0.01%
320
507
$7.68K ﹤0.01%
+300
508
$7.65K ﹤0.01%
122
+2
509
$7.47K ﹤0.01%
93
510
$7.42K ﹤0.01%
365
511
$7.36K ﹤0.01%
+75
512
$7.27K ﹤0.01%
34
513
$7.26K ﹤0.01%
64
514
$7.2K ﹤0.01%
9
+5
515
$7.19K ﹤0.01%
156
+114
516
$7.18K ﹤0.01%
+26
517
$7.02K ﹤0.01%
637
518
$6.93K ﹤0.01%
66
519
$6.85K ﹤0.01%
+40
520
$6.83K ﹤0.01%
86
-10
521
$6.8K ﹤0.01%
+131
522
$6.74K ﹤0.01%
175
+25
523
$6.71K ﹤0.01%
352
524
$6.62K ﹤0.01%
50
525
$6.61K ﹤0.01%
97
19 20
21
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