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
$646M
AUM Growth
-$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.75M
3
+$4.3M
4
AAPL icon
Apple
AAPL
+$3.08M
5
MO icon
Altria Group
MO
+$3.01M

Top Sells

1
+$1.09M
2
+$647K
3
+$417K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$383K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$344K

Sector Composition

1 Healthcare 2.01%
2 Technology 1.8%
3 Consumer Staples 1.2%
4 Financials 1.05%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.17%
21,643
+1,283
52
$993K 0.15%
3,299
53
$976K 0.15%
8,960
+3,920
54
$952K 0.15%
9,644
+6,108
55
$917K 0.14%
24,896
+1,981
56
$887K 0.14%
3,166
+997
57
$885K 0.14%
14,072
+9,540
58
$883K 0.14%
5,296
+2,826
59
$859K 0.13%
10,066
+6,394
60
$796K 0.12%
9,296
+4,549
61
$781K 0.12%
3,315
+494
62
$753K 0.12%
3,824
+1,460
63
$701K 0.11%
+7,070
64
$687K 0.11%
3,986
+54
65
$673K 0.1%
+15,790
66
$668K 0.1%
4,363
+245
67
$613K 0.09%
+6,002
68
$581K 0.09%
1,533
+655
69
$559K 0.09%
3,321
-38
70
$533K 0.08%
2,438
+591
71
$527K 0.08%
6,296
+4,132
72
$516K 0.08%
4,720
+160
73
$507K 0.08%
+933
74
$501K 0.08%
1,828
+4
75
$494K 0.08%
3,442
1 2
3
4 5