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
$489M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$621K
3
+$549K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$149K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$106K

Top Sells

1
+$879K
2
+$787K
3
+$746K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$577K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$513K

Sector Composition

1 Financials 0.53%
2 Technology 0.27%
3 Consumer Staples 0.17%
4 Communication Services 0.14%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$153K 0.03%
1,117
52
$153K 0.03%
2,000
53
$149K 0.03%
+3,826
54
$142K 0.03%
2,652
55
$141K 0.03%
2,835
56
$129K 0.03%
2,120
57
$127K 0.03%
2,111
58
$122K 0.02%
2,000
59
$121K 0.02%
2,319
60
$109K 0.02%
1,460
-606
61
$106K 0.02%
1,220
-260
62
$106K 0.02%
+3,326
63
$104K 0.02%
1,500
64
$104K 0.02%
1,340
65
$100K 0.02%
1,006
66
$98K 0.02%
791
-149
67
$94K 0.02%
718
+246
68
$88K 0.02%
678
69
$88K 0.02%
3,089
70
$87K 0.02%
1,182
71
$84K 0.02%
700
72
$84K 0.02%
755
73
$82K 0.02%
592
74
$75K 0.02%
600
-32
75
$72K 0.01%
312
1 2
3
4 5