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
776
$152 ﹤0.01%
+21
777
$142 ﹤0.01%
+5
778
$140 ﹤0.01%
+9
779
$135 ﹤0.01%
+2
780
$135 ﹤0.01%
+5
781
$124 ﹤0.01%
104
782
$120 ﹤0.01%
+1
783
$120 ﹤0.01%
+5
784
$118 ﹤0.01%
+1
785
$113 ﹤0.01%
+23
786
$111 ﹤0.01%
+7
787
$108 ﹤0.01%
+3
788
$105 ﹤0.01%
+22
789
$98 ﹤0.01%
25
790
$95 ﹤0.01%
+3
791
$89 ﹤0.01%
4
792
$86 ﹤0.01%
+12
793
$85 ﹤0.01%
13
794
$77 ﹤0.01%
3
795
$63 ﹤0.01%
+5
796
$59 ﹤0.01%
+4
797
$56 ﹤0.01%
6
798
$48 ﹤0.01%
11
799
$37 ﹤0.01%
1
800
$24 ﹤0.01%
10
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