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
$477M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$608K
3
+$331K
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$264K
5
QCOM icon
Qualcomm
QCOM
+$235K

Top Sells

1
+$2.88M
2
+$1.7M
3
+$1.52M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.35M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.26M

Sector Composition

1 Utilities 0.72%
2 Financials 0.45%
3 Technology 0.37%
4 Consumer Discretionary 0.1%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$320K 0.07%
8,272
52
$290K 0.06%
7,632
53
$279K 0.06%
1,872
54
$278K 0.06%
1,000
55
$274K 0.06%
5,106
56
$271K 0.06%
4,506
57
$265K 0.06%
1,209
+50
58
$264K 0.06%
+4,343
59
$235K 0.05%
+2,000
60
$229K 0.05%
+3,304
61
$227K 0.05%
+1,440
62
$225K 0.05%
7,436
63
$224K 0.05%
1,616
64
$204K 0.04%
+1,149
65
$179K 0.04%
10,945
66
$65K 0.01%
600
67
$34K 0.01%
+1,000
1 2
3