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
526
$6.58K ﹤0.01%
73
-72
527
$6.56K ﹤0.01%
+200
528
$6.55K ﹤0.01%
190
-189
529
$6.47K ﹤0.01%
86
530
$6.4K ﹤0.01%
+30
531
$6.17K ﹤0.01%
+128
532
$6.12K ﹤0.01%
21
-1
533
$6.02K ﹤0.01%
61
-18
534
$6.02K ﹤0.01%
76
-17
535
$5.98K ﹤0.01%
121
536
$5.96K ﹤0.01%
58
537
$5.87K ﹤0.01%
108
538
$5.79K ﹤0.01%
+94
539
$5.7K ﹤0.01%
26
+1
540
$5.7K ﹤0.01%
1
541
$5.63K ﹤0.01%
52
542
$5.57K ﹤0.01%
61
543
$5.57K ﹤0.01%
+18
544
$5.42K ﹤0.01%
247
545
$5.41K ﹤0.01%
150
546
$5.38K ﹤0.01%
40
547
$5.34K ﹤0.01%
115
548
$5.32K ﹤0.01%
20
549
$5.27K ﹤0.01%
32
550
$5.2K ﹤0.01%
75
+13
20 21
22
23 24