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
551
$6.06K ﹤0.01%
+164
552
$6.02K ﹤0.01%
+237
553
$5.98K ﹤0.01%
+269
554
$5.86K ﹤0.01%
+85
555
$5.83K ﹤0.01%
+52
556
$5.78K ﹤0.01%
+400
557
$5.78K ﹤0.01%
+100
558
$5.76K ﹤0.01%
+121
559
$5.75K ﹤0.01%
+46
560
$5.72K ﹤0.01%
+214
561
$5.7K ﹤0.01%
+90
562
$5.59K ﹤0.01%
+215
563
$5.56K ﹤0.01%
+212
564
$5.52K ﹤0.01%
+247
565
$5.51K ﹤0.01%
+28
566
$5.5K ﹤0.01%
+12
567
$5.4K ﹤0.01%
+31
568
$5.2K ﹤0.01%
+78
569
$5.1K ﹤0.01%
+124
570
$5K ﹤0.01%
+47
571
$4.99K ﹤0.01%
+41
572
$4.91K ﹤0.01%
+847
573
$4.91K ﹤0.01%
+1,067
574
$4.85K ﹤0.01%
+87
575
$4.84K ﹤0.01%
+452