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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.35M
3
+$7.05M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.61M

Top Sells

1
+$4.32M
2
+$3.35M
3
+$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.54%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.22%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.66M 0.4%
18,651
52
$4.47M 0.38%
8,036
-114
53
$4.34M 0.37%
132,777
-9,388
54
$4.17M 0.36%
33,227
+349
55
$4M 0.34%
95,671
+6,187
56
$3.83M 0.33%
78,796
-5,817
57
$3.58M 0.31%
32,407
-40
58
$3.58M 0.31%
14,058
-97
59
$3.09M 0.27%
10,950
-540
60
$3.04M 0.26%
33,186
-2,242
61
$2.99M 0.26%
16,563
+901
62
$2.88M 0.25%
39,353
+5,600
63
$2.56M 0.22%
51,042
+9,204
64
$2.54M 0.22%
9,380
+1,908
65
$2.45M 0.21%
24,318
-1,256
66
$2.4M 0.21%
14,784
+396
67
$2.16M 0.19%
3,403
68
$2.1M 0.18%
6,229
-47
69
$2.01M 0.17%
15,296
-1,216
70
$1.99M 0.17%
23,540
+6,265
71
$1.89M 0.16%
7,431
-1,027
72
$1.87M 0.16%
11,816
-453
73
$1.72M 0.15%
14,816
+845
74
$1.67M 0.14%
27,293
+6,414
75
$1.54M 0.13%
15,870
1 2
3
4 5