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
$643M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$1.27M
3
+$945K
4
AAPL icon
Apple
AAPL
+$764K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$705K

Top Sells

1
+$3.17M
2
+$907K
3
+$761K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$407K
5
VUG icon
Vanguard Growth ETF
VUG
+$395K

Sector Composition

1 Technology 0.79%
2 Financials 0.72%
3 Utilities 0.35%
4 Materials 0.26%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$580K 0.09%
4,340
+1,740
52
$572K 0.09%
9,408
-2,232
53
$547K 0.09%
3,332
+100
54
$542K 0.08%
6,581
55
$526K 0.08%
3,258
+261
56
$526K 0.08%
21,261
57
$514K 0.08%
13,183
+2,399
58
$512K 0.08%
1,867
59
$480K 0.07%
+3,128
60
$446K 0.07%
2,258
61
$429K 0.07%
3,220
+820
62
$411K 0.06%
4,343
63
$380K 0.06%
6,973
+2,597
64
$350K 0.05%
1,600
65
$348K 0.05%
2,057
+419
66
$340K 0.05%
10,945
67
$327K 0.05%
+997
68
$326K 0.05%
3,621
-859
69
$322K 0.05%
4,243
-1,010
70
$319K 0.05%
+1,948
71
$316K 0.05%
+6,170
72
$311K 0.05%
4,106
+793
73
$302K 0.05%
+4,878
74
$301K 0.05%
+1,351
75
$301K 0.05%
7,805
-2,165
1 2
3
4