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
576
$3.9K ﹤0.01%
+112
577
$3.81K ﹤0.01%
44
578
$3.74K ﹤0.01%
80
-79
579
$3.7K ﹤0.01%
81
-81
580
$3.65K ﹤0.01%
1,209
581
$3.6K ﹤0.01%
24
-1
582
$3.55K ﹤0.01%
1,012
583
$3.52K ﹤0.01%
834
584
$3.39K ﹤0.01%
34
585
$3.38K ﹤0.01%
73
586
$3.31K ﹤0.01%
58
587
$3.3K ﹤0.01%
67
+27
588
$3.29K ﹤0.01%
42
589
$3.24K ﹤0.01%
+100
590
$3.19K ﹤0.01%
13
591
$3.18K ﹤0.01%
250
592
$3.18K ﹤0.01%
18
593
$3.17K ﹤0.01%
215
594
$3.15K ﹤0.01%
4
595
$3.06K ﹤0.01%
100
596
$2.97K ﹤0.01%
+24
597
$2.96K ﹤0.01%
100
598
$2.91K ﹤0.01%
+25
599
$2.91K ﹤0.01%
21
600
$2.91K ﹤0.01%
54
-245
22 23
24
25 26