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
$489M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$621K
3
+$549K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$149K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$106K

Top Sells

1
+$879K
2
+$787K
3
+$746K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$577K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$513K

Sector Composition

1 Financials 0.53%
2 Technology 0.27%
3 Consumer Staples 0.17%
4 Communication Services 0.14%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71K 0.01%
600
77
$65K 0.01%
4,600
78
$65K 0.01%
600
79
$65K 0.01%
946
80
$63K 0.01%
+1,179
81
$61K 0.01%
1,189
-42
82
$61K 0.01%
474
83
$60K 0.01%
743
84
$60K 0.01%
4,645
85
$59K 0.01%
800
86
$58K 0.01%
416
-2
87
$57K 0.01%
450
88
$55K 0.01%
307
89
$54K 0.01%
1,999
90
$52K 0.01%
438
91
$51K 0.01%
188
92
$51K 0.01%
329
93
$51K 0.01%
+991
94
$51K 0.01%
629
-11
95
$50K 0.01%
+400
96
$43K 0.01%
1,489
97
$43K 0.01%
+1,476
98
$43K 0.01%
200
99
$42K 0.01%
1,335
100
$42K 0.01%
763
2 3
4
5 6