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
101
$59K 0.01%
416
102
$58K 0.01%
+894
103
$57K 0.01%
1,999
104
$56K 0.01%
+428
105
$55K 0.01%
800
106
$54K 0.01%
300
-29
107
$54K 0.01%
188
108
$52K 0.01%
1,489
109
$49K 0.01%
200
110
$49K 0.01%
400
111
$49K 0.01%
+1,230
112
$48K 0.01%
732
+307
113
$45K 0.01%
1,335
114
$44K 0.01%
763
115
$43K 0.01%
867
116
$42K 0.01%
495
117
$42K 0.01%
706
118
$40K 0.01%
421
119
$38K 0.01%
415
120
$37K 0.01%
1,960
121
$36K 0.01%
111
122
$35K 0.01%
546
123
$34K 0.01%
30
124
$34K 0.01%
600
125
$33K 0.01%
519
3 4
5
6 7