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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
$1.16B
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
826
– –
-1,220
827
– –
-24,330
828
– –
-11,880
829
– –
-1,855
830
– –
-3
831
$0 ﹤0.01%
3
-42
832
– –
-844
833
$0 ﹤0.01%
56
834
– –
-9,162
835
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-333
836
– –
-76
837
– –
-276
838
– –
-367
839
– –
-6
840
$0 ﹤0.01%
8
841
$0 ﹤0.01%
610
842
– –
0
843
– –
-5,000
844
– –
-2
845
– –
-62
846
– –
-7,814
847
– –
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848
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