SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.78M
3
+$1.65M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.28M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.12M

Top Sells

1
+$3.05M
2
+$2.02M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$904K

Sector Composition

1 Technology 5.46%
2 Consumer Staples 1.55%
3 Consumer Discretionary 1.06%
4 Financials 0.86%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.37%
28,894
-563
52
$3.65M 0.36%
5,494
-59
53
$3.59M 0.35%
6,199
-22
54
$3.41M 0.34%
78,961
-523
55
$3.14M 0.31%
62,992
-243
56
$3.1M 0.31%
10,534
-16
57
$3M 0.3%
16,803
-244
58
$2.97M 0.29%
26,116
-143
59
$2.92M 0.29%
67,172
+2,012
60
$2.89M 0.29%
12,740
-82
61
$2.72M 0.27%
25,237
+3,657
62
$2.59M 0.26%
3,596
63
$2.42M 0.24%
5,720
+331
64
$2.31M 0.23%
10,499
+348
65
$2.27M 0.22%
44,141
-380
66
$1.91M 0.19%
57,916
-777
67
$1.64M 0.16%
13,421
-549
68
$1.59M 0.16%
8,654
+745
69
$1.56M 0.15%
15,790
-80
70
$1.52M 0.15%
17,197
+1,732
71
$1.48M 0.15%
20,821
72
$1.46M 0.14%
17,870
+1,903
73
$1.46M 0.14%
33,754
+10,682
74
$1.43M 0.14%
4,905
-106
75
$1.28M 0.13%
5,109
-63
1 2
3
4 5