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
726
$1.3K ﹤0.01%
103
727
$1.29K ﹤0.01%
10
-1,045
728
$1.29K ﹤0.01%
22
729
$1.25K ﹤0.01%
56
730
$1.25K ﹤0.01%
67
+17
731
$1.24K ﹤0.01%
+16
732
$1.2K ﹤0.01%
1,000
733
$1.15K ﹤0.01%
179
734
$1.14K ﹤0.01%
37
735
$1.14K ﹤0.01%
6
736
$1.12K ﹤0.01%
53
737
$1.09K ﹤0.01%
24
738
$1.09K ﹤0.01%
18
739
$1.01K ﹤0.01%
+51
740
$954 ﹤0.01%
39
741
$939 ﹤0.01%
+90
742
$927 ﹤0.01%
+31
743
$898 ﹤0.01%
104
-936
744
$886 ﹤0.01%
11
745
$864 ﹤0.01%
+29
746
$863 ﹤0.01%
+10
747
$840 ﹤0.01%
+30
748
$775 ﹤0.01%
17
749
$754 ﹤0.01%
213
750
$725 ﹤0.01%
55
28 29
30
31 32