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
676
$1.12K ﹤0.01%
+22
677
$1.1K ﹤0.01%
+49
678
$1.09K ﹤0.01%
8
679
$1.04K ﹤0.01%
16
-13
680
$1.03K ﹤0.01%
102
681
$1K ﹤0.01%
14
682
$991 ﹤0.01%
77
683
$966 ﹤0.01%
47
684
$948 ﹤0.01%
+53
685
$876 ﹤0.01%
44
686
$866 ﹤0.01%
+215
687
$862 ﹤0.01%
8
-33
688
$856 ﹤0.01%
+51
689
$855 ﹤0.01%
18
690
$848 ﹤0.01%
28
691
$846 ﹤0.01%
53
692
$839 ﹤0.01%
+150
693
$820 ﹤0.01%
+2
694
$813 ﹤0.01%
+64
695
$809 ﹤0.01%
34
696
$785 ﹤0.01%
+27
697
$782 ﹤0.01%
17
698
$781 ﹤0.01%
+60
699
$779 ﹤0.01%
4
700
$777 ﹤0.01%
+11
26 27
28
29 30