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
$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
State Street SPDR S&P 500 ETF Trust
SPY
+$2.14M

Top Sells

1
+$545K
2
+$518K
3
+$356K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K

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
576
$4.71K ﹤0.01%
+121
577
$4.71K ﹤0.01%
+89
578
$4.7K ﹤0.01%
+112
579
$4.64K ﹤0.01%
+103
580
$4.58K ﹤0.01%
+1,013
581
$4.49K ﹤0.01%
+1,007
582
$4.38K ﹤0.01%
+78
583
$4.36K ﹤0.01%
+133
584
$4.32K ﹤0.01%
+113
585
$4.29K ﹤0.01%
+284
586
$4.22K ﹤0.01%
+67
587
$4.18K ﹤0.01%
+73
588
$4.17K ﹤0.01%
+40
589
$4.14K ﹤0.01%
+111
590
$3.98K ﹤0.01%
+92
591
$3.95K ﹤0.01%
+42
592
$3.94K ﹤0.01%
+80
593
$3.94K ﹤0.01%
+102
594
$3.86K ﹤0.01%
+61
595
$3.82K ﹤0.01%
+126
596
$3.81K ﹤0.01%
+73
597
$3.79K ﹤0.01%
+71
598
$3.77K ﹤0.01%
+100
599
$3.76K ﹤0.01%
+250
600
$3.7K ﹤0.01%
+234
22 23
24
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