SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
1-Year Return
10.74%
This Quarter Return
-0.09%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$944M
AUM Growth
-$38M
(-3.9%)
Cap. Flow
-$34.4M
Cap. Flow
% of AUM
-3.64%
Top 10 Holdings %
Top 10 Hldgs %
46.54%
Holding
754
New
20
Increased
47
Reduced
283
Closed
34
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$5.45M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$2.82M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$2.23M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.76M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.61M |
Sector Composition
| 1 | Technology | 5.03% |
| 2 | Consumer Staples | 1.29% |
| 3 | Consumer Discretionary | 1.11% |
| 4 | Financials | 0.79% |
| 5 | Utilities | 0.58% |
