SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
This Quarter Return
+6.35%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$940M
AUM Growth
+$940M
(+12%)
Cap. Flow
+$49.5M
Cap. Flow
% of AUM
5.26%
Top 10 Holdings %
Top 10 Hldgs %
45.61%
Holding
175
New
11
Increased
50
Reduced
67
Closed
3
Top Buys
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$15.2M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$10.6M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$10.5M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.48M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.41M |
Top Sells
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Healthcare | 2.33% |
| 3 | Consumer Staples | 1.54% |
| 4 | Consumer Discretionary | 1.19% |
| 5 | Financials | 0.97% |
