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SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$1.11M
3
+$576K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$469K
5
ABBV icon
AbbVie
ABBV
+$467K

Top Sells

1
+$146M
2
+$5.74M
3
+$1.48M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$813K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$674K

Sector Composition

1 Healthcare 1.37%
2 Technology 0.98%
3 Financials 0.81%
4 Consumer Discretionary 0.36%
5 Utilities 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.03%
6,303
102
$226K 0.03%
+3,819
103
$218K 0.03%
+902
104
$214K 0.03%
+5,870
105
$213K 0.03%
+460
106
$210K 0.03%
+2,581
107
$210K 0.03%
+980
108
$208K 0.03%
+4,669
109
$206K 0.03%
2,394
110
$204K 0.03%
+2,194
111
– –
-1,918
112
– –
-77,264
113
– –
-6,581
114
– –
-5,002
1 2 3 4
5