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
676
$2.98K ﹤0.01%
28
-190
677
$2.97K ﹤0.01%
19
-1
678
$2.97K ﹤0.01%
456
679
$2.93K ﹤0.01%
7
680
$2.88K ﹤0.01%
4
681
$2.85K ﹤0.01%
71
682
$2.79K ﹤0.01%
73
683
$2.73K ﹤0.01%
1,013
684
$2.68K ﹤0.01%
11
685
$2.65K ﹤0.01%
64
686
$2.63K ﹤0.01%
16
687
$2.49K ﹤0.01%
8
688
$2.42K ﹤0.01%
18
689
$2.4K ﹤0.01%
18
-158
690
$2.34K ﹤0.01%
48
691
$2.33K ﹤0.01%
44
692
$2.21K ﹤0.01%
300
693
$2.19K ﹤0.01%
75
-425
694
$2.16K ﹤0.01%
24
695
$2.16K ﹤0.01%
302
696
$2.13K ﹤0.01%
37
+6
697
$2.09K ﹤0.01%
40
698
$2.08K ﹤0.01%
39
699
$2.06K ﹤0.01%
+42
700
$2.02K ﹤0.01%
108
26 27
28
29 30