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
651
$3.83K ﹤0.01%
165
652
$3.79K ﹤0.01%
126
653
$3.77K ﹤0.01%
144
654
$3.6K ﹤0.01%
271
-282
655
$3.6K ﹤0.01%
133
656
$3.58K ﹤0.01%
100
657
$3.57K ﹤0.01%
50
-1,505
658
$3.56K ﹤0.01%
+64
659
$3.54K ﹤0.01%
250
660
$3.52K ﹤0.01%
100
661
$3.51K ﹤0.01%
+51
662
$3.46K ﹤0.01%
87
663
$3.41K ﹤0.01%
13
664
$3.41K ﹤0.01%
32
665
$3.37K ﹤0.01%
73
666
$3.35K ﹤0.01%
+21
667
$3.27K ﹤0.01%
51
668
$3.22K ﹤0.01%
74
669
$3.2K ﹤0.01%
200
670
$3.15K ﹤0.01%
33
671
$3.14K ﹤0.01%
1,209
672
$3.13K ﹤0.01%
+23
673
$3.12K ﹤0.01%
58
674
$3.07K ﹤0.01%
+71
675
$3.02K ﹤0.01%
+2
25 26
27
28 29