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
651
$1.57K ﹤0.01%
53
+19
652
$1.52K ﹤0.01%
64
653
$1.5K ﹤0.01%
25
654
$1.47K ﹤0.01%
51
655
$1.46K ﹤0.01%
+42
656
$1.43K ﹤0.01%
67
657
$1.42K ﹤0.01%
+2
658
$1.4K ﹤0.01%
179
659
$1.32K ﹤0.01%
118
+38
660
$1.31K ﹤0.01%
12
-5
661
$1.31K ﹤0.01%
103
662
$1.31K ﹤0.01%
976
-19
663
$1.28K ﹤0.01%
7
664
$1.28K ﹤0.01%
640
665
$1.28K ﹤0.01%
30
666
$1.28K ﹤0.01%
108
667
$1.26K ﹤0.01%
22
668
$1.25K ﹤0.01%
18
669
$1.24K ﹤0.01%
50
670
$1.21K ﹤0.01%
8
671
$1.21K ﹤0.01%
6
672
$1.21K ﹤0.01%
+80
673
$1.17K ﹤0.01%
+76
674
$1.16K ﹤0.01%
+89
675
$1.13K ﹤0.01%
+112
25 26
27
28 29