We are live on ! Find out more
SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
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
+$8.44M
2
+$7.34M
3
+$7.07M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.72M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.61M

Top Sells

1
+$4.11M
2
+$3.06M
3
+$2.91M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.97M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.49M

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
801
– –
-486
802
– –
-20
803
– –
-167
804
– –
-320
805
– –
-300
806
– –
-1,138
807
– –
-12
808
– –
-6,000
809
– –
-1,871
810
– –
-2,916
811
– –
-2,112
812
– –
-200
813
– –
-400
814
$0 ﹤0.01%
237
815
– –
-14
816
– –
-901
817
– –
-276
818
– –
-6
819
– –
-260
820
– –
-638
821
– –
-111
822
– –
-67
823
– –
-2,375
824
– –
-3
825
– –
-25
30 31 32
33
34