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
551
$10.1K ﹤0.01%
425
552
$9.82K ﹤0.01%
+298
553
$9.76K ﹤0.01%
320
554
$9.75K ﹤0.01%
147
555
$9.53K ﹤0.01%
70
556
$9.32K ﹤0.01%
+100
557
$9.3K ﹤0.01%
32
558
$9.26K ﹤0.01%
164
+77
559
$9.23K ﹤0.01%
235
560
$9.22K ﹤0.01%
102
561
$9.14K ﹤0.01%
108
562
$9.1K ﹤0.01%
48
563
$9.01K ﹤0.01%
59
564
$8.87K ﹤0.01%
+100
565
$8.85K ﹤0.01%
228
-12
566
$8.84K ﹤0.01%
49
+28
567
$8.59K ﹤0.01%
42
568
$8.43K ﹤0.01%
145
-35
569
$8.38K ﹤0.01%
12
570
$8.29K ﹤0.01%
53
571
$8.22K ﹤0.01%
320
572
$8.12K ﹤0.01%
275
573
$8.06K ﹤0.01%
450
574
$8K ﹤0.01%
391
575
$7.92K ﹤0.01%
1,067
21 22
23
24 25