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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.35M
3
+$7.05M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.61M

Top Sells

1
+$4.32M
2
+$3.35M
3
+$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

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
76
$1.46M 0.13%
13,250
+574
77
$1.45M 0.12%
7,085
+2,815
78
$1.43M 0.12%
9,488
+176
79
$1.4M 0.12%
3,160
+165
80
$1.37M 0.12%
4,920
-341
81
$1.35M 0.12%
7,427
+8
82
$1.24M 0.11%
6,175
+163
83
$1.22M 0.1%
46,699
84
$1.2M 0.1%
30,863
-26,932
85
$1.2M 0.1%
6,859
-1,161
86
$1.19M 0.1%
5,896
+377
87
$1.18M 0.1%
3,082
-69
88
$1.11M 0.1%
30,929
+3,422
89
$1.04M 0.09%
11,874
+830
90
$1.01M 0.09%
3,876
-12
91
$975K 0.08%
1,881
92
$949K 0.08%
5,601
+350
93
$939K 0.08%
9,170
+8,719
94
$933K 0.08%
7,070
-356
95
$929K 0.08%
2,208
+93
96
$911K 0.08%
11,985
+1,613
97
$901K 0.08%
1,550
+82
98
$869K 0.07%
1,804
+142
99
$866K 0.07%
7,631
+136
100
$787K 0.07%
3,825
-666
2 3
4
5 6