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
751
$687 ﹤0.01%
12
752
$650 ﹤0.01%
32
753
$624 ﹤0.01%
45
754
$613 ﹤0.01%
56
+15
755
$608 ﹤0.01%
43
756
$596 ﹤0.01%
60
757
$557 ﹤0.01%
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758
$530 ﹤0.01%
2
759
$527 ﹤0.01%
15
760
$478 ﹤0.01%
29
761
$469 ﹤0.01%
7
-300
762
$467 ﹤0.01%
109
763
$443 ﹤0.01%
+10
764
$429 ﹤0.01%
27
765
$412 ﹤0.01%
19
-250
766
$345 ﹤0.01%
+93
767
$338 ﹤0.01%
10
768
$338 ﹤0.01%
12
769
$330 ﹤0.01%
2
770
$328 ﹤0.01%
10
771
$313 ﹤0.01%
+2
772
$312 ﹤0.01%
16
773
$311 ﹤0.01%
3
-4
774
$310 ﹤0.01%
+3
775
$309 ﹤0.01%
+5
29 30
31
32 33