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
$461M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$15.3M
3
+$10.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$6.84M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$5.92M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.22M

Sector Composition

1 Utilities 0.71%
2 Financials 0.43%
3 Technology 0.27%
4 Healthcare 0.06%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.06%
7,632
+6,409
52
$263K 0.06%
1,872
53
$259K 0.06%
4,506
-1,523
54
$254K 0.05%
5,106
-1,729
55
$248K 0.05%
1,740
+290
56
$248K 0.05%
1,000
-38
57
$215K 0.05%
7,436
+466
58
$214K 0.05%
1,159
59
$214K 0.05%
1,616
+510
60
$206K 0.04%
10,945
61
$61K 0.01%
600
-179
62
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-150
63
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64
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65
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-346
66
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-520
67
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-300
68
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69
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-4,645
70
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-8
71
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-706
72
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73
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74
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-652
75
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-126
1 2
3
4 5