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
626
$2.15K ﹤0.01%
60
-199
627
$2.09K ﹤0.01%
+1,000
628
$2.06K ﹤0.01%
+12
629
$2.05K ﹤0.01%
39
+22
630
$2.03K ﹤0.01%
32
-32
631
$2K ﹤0.01%
6
632
$1.97K ﹤0.01%
+143
633
$1.95K ﹤0.01%
+162
634
$1.95K ﹤0.01%
50
635
$1.94K ﹤0.01%
13
636
$1.94K ﹤0.01%
26
-24
637
$1.88K ﹤0.01%
290
638
$1.84K ﹤0.01%
+76
639
$1.82K ﹤0.01%
37
640
$1.79K ﹤0.01%
19
641
$1.78K ﹤0.01%
+26
642
$1.77K ﹤0.01%
42
643
$1.77K ﹤0.01%
+209
644
$1.76K ﹤0.01%
202
645
$1.76K ﹤0.01%
+48
646
$1.7K ﹤0.01%
38
647
$1.61K ﹤0.01%
37
648
$1.61K ﹤0.01%
54
649
$1.6K ﹤0.01%
35
650
$1.58K ﹤0.01%
11
24 25
26
27 28