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
601
$2.87K ﹤0.01%
85
602
$2.85K ﹤0.01%
+47
603
$2.82K ﹤0.01%
48
604
$2.79K ﹤0.01%
44
+22
605
$2.79K ﹤0.01%
58
+23
606
$2.77K ﹤0.01%
64
607
$2.77K ﹤0.01%
25
608
$2.66K ﹤0.01%
18
609
$2.64K ﹤0.01%
32
+21
610
$2.62K ﹤0.01%
57
611
$2.59K ﹤0.01%
+30
612
$2.55K ﹤0.01%
75
613
$2.46K ﹤0.01%
+19
614
$2.42K ﹤0.01%
124
615
$2.39K ﹤0.01%
103
616
$2.33K ﹤0.01%
8
617
$2.3K ﹤0.01%
24
618
$2.28K ﹤0.01%
214
+16
619
$2.28K ﹤0.01%
+598
620
$2.27K ﹤0.01%
221
+33
621
$2.25K ﹤0.01%
74
622
$2.25K ﹤0.01%
219
-45
623
$2.21K ﹤0.01%
12
624
$2.21K ﹤0.01%
40
625
$2.18K ﹤0.01%
98
+12
23 24
25
26 27