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
$643M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$1.27M
3
+$945K
4
AAPL icon
Apple
AAPL
+$764K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$705K

Top Sells

1
+$3.17M
2
+$907K
3
+$761K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$407K
5
VUG icon
Vanguard Growth ETF
VUG
+$395K

Sector Composition

1 Technology 0.79%
2 Financials 0.72%
3 Utilities 0.35%
4 Materials 0.26%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$296K 0.05%
6,098
-1,696
77
$292K 0.05%
1,209
78
$291K 0.05%
+2,540
79
$289K 0.05%
2,838
+154
80
$283K 0.04%
1,881
+42
81
$278K 0.04%
+1,986
82
$274K 0.04%
3,067
-731
83
$269K 0.04%
14,949
84
$261K 0.04%
2,027
85
$256K 0.04%
+638
86
$253K 0.04%
1,068
+200
87
$247K 0.04%
2,662
88
$239K 0.04%
+77,264
89
$237K 0.04%
+3,573
90
$232K 0.04%
5,002
+579
91
$232K 0.04%
+4,361
92
$232K 0.04%
6,303
93
$217K 0.03%
+795
94
$213K 0.03%
+2,246
95
$206K 0.03%
+2,394
96
$206K 0.03%
+2,624
97
$110K 0.02%
1,918
1 2 3
4