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
701
$767 ﹤0.01%
+23
702
$750 ﹤0.01%
32
-34
703
$747 ﹤0.01%
+5
704
$742 ﹤0.01%
27
-26
705
$737 ﹤0.01%
32
706
$720 ﹤0.01%
109
707
$709 ﹤0.01%
2
708
$686 ﹤0.01%
7
709
$686 ﹤0.01%
+16
710
$662 ﹤0.01%
31
711
$660 ﹤0.01%
+9
712
$632 ﹤0.01%
+41
713
$612 ﹤0.01%
+1
714
$589 ﹤0.01%
+32
715
$554 ﹤0.01%
6
716
$545 ﹤0.01%
+1
717
$536 ﹤0.01%
+6
718
$520 ﹤0.01%
+21
719
$510 ﹤0.01%
27
720
$497 ﹤0.01%
+33
721
$494 ﹤0.01%
55
722
$492 ﹤0.01%
+1
723
$489 ﹤0.01%
2
724
$469 ﹤0.01%
+17
725
$443 ﹤0.01%
+28
27 28
29
30 31