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
551
$5.17K ﹤0.01%
105
+5
552
$5.12K ﹤0.01%
72
+40
553
$5.08K ﹤0.01%
855
554
$4.94K ﹤0.01%
2
555
$4.93K ﹤0.01%
206
556
$4.91K ﹤0.01%
21
557
$4.86K ﹤0.01%
118
-118
558
$4.84K ﹤0.01%
168
+58
559
$4.68K ﹤0.01%
126
560
$4.66K ﹤0.01%
74
561
$4.58K ﹤0.01%
68
562
$4.57K ﹤0.01%
27
563
$4.56K ﹤0.01%
+35
564
$4.47K ﹤0.01%
+125
565
$4.38K ﹤0.01%
1,007
566
$4.22K ﹤0.01%
+76
567
$4.2K ﹤0.01%
+45
568
$4.2K ﹤0.01%
456
569
$4.15K ﹤0.01%
152
570
$4.12K ﹤0.01%
40
571
$4.1K ﹤0.01%
+100
572
$4.09K ﹤0.01%
98
573
$3.99K ﹤0.01%
97
574
$3.91K ﹤0.01%
+50
575
$3.91K ﹤0.01%
+48
21 22
23
24 25