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
State Street 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
626
$5.07K ﹤0.01%
+66
627
$5.01K ﹤0.01%
+74
628
$5.01K ﹤0.01%
40
629
$4.92K ﹤0.01%
+100
630
$4.82K ﹤0.01%
120
631
$4.78K ﹤0.01%
61
632
$4.72K ﹤0.01%
847
633
$4.71K ﹤0.01%
72
634
$4.59K ﹤0.01%
79
+29
635
$4.56K ﹤0.01%
48
636
$4.5K ﹤0.01%
1,007
637
$4.38K ﹤0.01%
+40
638
$4.38K ﹤0.01%
80
639
$4.28K ﹤0.01%
91
640
$4.26K ﹤0.01%
26
641
$4.26K ﹤0.01%
124
642
$4.19K ﹤0.01%
+45
643
$4.14K ﹤0.01%
262
644
$4.12K ﹤0.01%
91
+50
645
$4.05K ﹤0.01%
+100
646
$4.01K ﹤0.01%
+284
647
$3.98K ﹤0.01%
103
648
$3.96K ﹤0.01%
92
649
$3.91K ﹤0.01%
152
650
$3.84K ﹤0.01%
113
24 25
26
27 28