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
$503M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$546K
3
+$382K
4
ADP icon
Automatic Data Processing
ADP
+$253K
5
HD icon
Home Depot
HD
+$215K

Top Sells

1
+$3.83M
2
+$2.91M
3
+$1.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.72M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.6M

Sector Composition

1 Technology 0.5%
2 Financials 0.49%
3 Healthcare 0.24%
4 Consumer Staples 0.23%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$200K 0.04%
3,304
52
$200K 0.04%
2,413
53
$199K 0.04%
3,551
54
$186K 0.04%
2,662
55
$181K 0.04%
1,095
56
$176K 0.03%
2,000
57
$169K 0.03%
3,750
58
$155K 0.03%
2,652
59
$152K 0.03%
2,835
60
$151K 0.03%
1,106
-11
61
$149K 0.03%
1,712
+1,083
62
$142K 0.03%
2,120
63
$134K 0.03%
2,000
64
$131K 0.03%
1,561
+221
65
$130K 0.03%
2,111
66
$124K 0.02%
1,525
+65
67
$120K 0.02%
2,097
+918
68
$120K 0.02%
2,275
-44
69
$120K 0.02%
1,006
70
$115K 0.02%
1,262
+916
71
$113K 0.02%
1,220
72
$110K 0.02%
1,500
73
$108K 0.02%
1,217
+800
74
$102K 0.02%
+344
75
$102K 0.02%
707
-11
1 2
3
4 5