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
101
$41K 0.01%
706
102
$39K 0.01%
421
103
$39K 0.01%
+400
104
$39K 0.01%
415
105
$37K 0.01%
495
106
$36K 0.01%
1,053
107
$35K 0.01%
30
108
$35K 0.01%
867
109
$35K 0.01%
+581
110
$34K 0.01%
+200
111
$34K 0.01%
1,960
112
$33K 0.01%
346
113
$33K 0.01%
546
114
$33K 0.01%
111
115
$32K 0.01%
417
116
$32K 0.01%
941
+738
117
$32K 0.01%
519
118
$31K 0.01%
681
119
$31K 0.01%
600
120
$31K 0.01%
300
121
$29K 0.01%
1,052
122
$29K 0.01%
800
123
$29K 0.01%
387
124
$27K 0.01%
732
125
$27K 0.01%
110
3 4
5
6 7