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
$503M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$546K
3
+$382K
4
ADP icon
Automatic Data Processing
ADP
+$253K
5
HD icon
Home Depot
HD
+$215K

Top Sells

1
+$3.83M
2
+$2.91M
3
+$1.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.72M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.6M

Sector Composition

1 Technology 0.5%
2 Financials 0.49%
3 Healthcare 0.24%
4 Consumer Staples 0.23%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$101K 0.02%
2,706
+1,765
77
$96K 0.02%
1,750
+759
78
$91K 0.02%
3,089
79
$90K 0.02%
755
80
$90K 0.02%
1,598
+1,223
81
$89K 0.02%
1,182
82
$89K 0.02%
588
-12
83
$89K 0.02%
678
84
$87K 0.02%
700
85
$84K 0.02%
968
+700
86
$82K 0.02%
2,615
+1,139
87
$80K 0.02%
600
88
$77K 0.02%
+600
89
$77K 0.02%
+683
90
$76K 0.02%
592
91
$69K 0.01%
600
92
$66K 0.01%
1,021
+440
93
$66K 0.01%
450
94
$65K 0.01%
474
95
$65K 0.01%
4,600
96
$64K 0.01%
743
97
$63K 0.01%
974
+540
98
$60K 0.01%
307
99
$60K 0.01%
4,645
100
$59K 0.01%
424
-14
2 3
4
5 6