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
701
$2K ﹤0.01%
+11
702
$1.99K ﹤0.01%
10
703
$1.95K ﹤0.01%
8
704
$1.89K ﹤0.01%
33
705
$1.83K ﹤0.01%
17
-783
706
$1.81K ﹤0.01%
25
-50
707
$1.8K ﹤0.01%
38
708
$1.78K ﹤0.01%
37
-10,377
709
$1.77K ﹤0.01%
6
710
$1.76K ﹤0.01%
198
711
$1.68K ﹤0.01%
198
-27
712
$1.67K ﹤0.01%
640
713
$1.66K ﹤0.01%
42
714
$1.65K ﹤0.01%
+12
715
$1.64K ﹤0.01%
+38
716
$1.63K ﹤0.01%
100
717
$1.6K ﹤0.01%
17
718
$1.56K ﹤0.01%
7
-128
719
$1.49K ﹤0.01%
52
-1
720
$1.47K ﹤0.01%
+66
721
$1.38K ﹤0.01%
+53
722
$1.38K ﹤0.01%
13
723
$1.34K ﹤0.01%
64
724
$1.32K ﹤0.01%
35
725
$1.31K ﹤0.01%
25
27 28
29
30 31