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
601
$6.25K ﹤0.01%
63
-18
602
$6.18K ﹤0.01%
284
603
$6.13K ﹤0.01%
78
604
$6.07K ﹤0.01%
214
605
$6.03K ﹤0.01%
41
606
$5.99K ﹤0.01%
155
-9
607
$5.9K ﹤0.01%
67
608
$5.88K ﹤0.01%
212
609
$5.78K ﹤0.01%
119
610
$5.77K ﹤0.01%
307
-213
611
$5.74K ﹤0.01%
247
612
$5.71K ﹤0.01%
194
-8
613
$5.7K ﹤0.01%
100
614
$5.6K ﹤0.01%
71
615
$5.4K ﹤0.01%
51
-61
616
$5.39K ﹤0.01%
452
617
$5.38K ﹤0.01%
45
-304
618
$5.32K ﹤0.01%
+105
619
$5.24K ﹤0.01%
1,500
620
$5.17K ﹤0.01%
102
621
$5.11K ﹤0.01%
24
-7
622
$5.11K ﹤0.01%
228
-6
623
$5.1K ﹤0.01%
121
624
$5.08K ﹤0.01%
59
625
$5.08K ﹤0.01%
+90
23 24
25
26 27