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
726
$436 ﹤0.01%
+1
727
$421 ﹤0.01%
10
728
$417 ﹤0.01%
+23
729
$413 ﹤0.01%
2
730
$399 ﹤0.01%
3
731
$388 ﹤0.01%
+1
732
$372 ﹤0.01%
+36
733
$371 ﹤0.01%
+7
734
$358 ﹤0.01%
+46
735
$348 ﹤0.01%
+67
736
$341 ﹤0.01%
92
737
$330 ﹤0.01%
+14
738
$329 ﹤0.01%
+9
739
$317 ﹤0.01%
+10
740
$314 ﹤0.01%
+59
741
$305 ﹤0.01%
8
742
$300 ﹤0.01%
+1
743
$297 ﹤0.01%
+13
744
$292 ﹤0.01%
+6
745
$291 ﹤0.01%
+2
746
$290 ﹤0.01%
17
-458
747
$285 ﹤0.01%
+27
748
$282 ﹤0.01%
33
+19
749
$270 ﹤0.01%
27
750
$269 ﹤0.01%
5
28 29
30
31 32