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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
$1.01B
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.77M
3
+$1.65M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.12M

Top Sells

1
+$2.75M
2
+$1.86M
3
+$1.22M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$837K

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
801
$24 ﹤0.01%
10
802
$18 ﹤0.01%
4
803
$14 ﹤0.01%
1
804
– –
-3,020
805
– –
-34
806
– –
-1,790
807
– –
-706
808
– –
-1,065
809
– –
-262
810
– –
-12
811
– –
-133
812
– –
-800
813
– –
-12
814
– –
-1,010
815
– –
-1,580
816
$0 ﹤0.01%
56
817
– –
-5,603
818
– –
-13
819
$0 ﹤0.01%
3
820
$0 ﹤0.01%
8
821
– –
-1,085
29 30 31 32
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