SL
Salomon & Ludwin Portfolio holdings
AUM
$1.13B
1-Year Est. Return
13.39%
This Fund
S&P 500
1 Year Est. Return
+13.39%
AUM
$1.01B
AUM Growth
+$74.1M
(+7.9%)
Holding
1,137
Top Buys
| 1 | +$2.97M | |
| 2 | +$1.77M | |
| 3 | +$1.65M | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.2M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.12M |
Top Sells
| 1 | +$2.75M | |
| 2 | +$1.86M | |
| 3 | +$1.22M | |
| 4 |
Microsoft
MSFT
|
+$1.07M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$837K |
Sector Composition
| 1 | Technology | 5.46% |
| 2 | Consumer Staples | 1.55% |
| 3 | Consumer Discretionary | 1.06% |
| 4 | Financials | 0.86% |
| 5 | Utilities | 0.54% |