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
576
$7.89K ﹤0.01%
247
-2,217
577
$7.8K ﹤0.01%
+40
578
$7.74K ﹤0.01%
79
+37
579
$7.72K ﹤0.01%
+17
580
$7.71K ﹤0.01%
460
581
$7.71K ﹤0.01%
+53
582
$7.52K ﹤0.01%
637
583
$7.44K ﹤0.01%
1,222
584
$7.42K ﹤0.01%
+159
585
$7.34K ﹤0.01%
+162
586
$7.33K ﹤0.01%
120
587
$7.19K ﹤0.01%
93
+83
588
$7.13K ﹤0.01%
51
589
$7.09K ﹤0.01%
154
590
$6.79K ﹤0.01%
352
591
$6.77K ﹤0.01%
158
-22
592
$6.7K ﹤0.01%
150
593
$6.67K ﹤0.01%
85
594
$6.6K ﹤0.01%
+38
595
$6.57K ﹤0.01%
250
596
$6.46K ﹤0.01%
112
597
$6.41K ﹤0.01%
44
-3
598
$6.38K ﹤0.01%
46
599
$6.37K ﹤0.01%
90
600
$6.36K ﹤0.01%
121
22 23
24
25 26