SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.78M
3
+$1.65M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.28M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.12M

Top Sells

1
+$3.05M
2
+$2.02M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$904K

Sector Composition

1 Technology 5.46%
2 Consumer Staples 1.55%
3 Consumer Discretionary 1.06%
4 Financials 0.86%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$562K 0.06%
16,925
102
$521K 0.05%
7,497
+181
103
$511K 0.05%
5,485
104
$510K 0.05%
3,971
-91
105
$508K 0.05%
3,950
106
$502K 0.05%
8,043
+7,015
107
$501K 0.05%
11,447
108
$497K 0.05%
4,249
-279
109
$479K 0.05%
3,510
-266
110
$471K 0.05%
1,639
+500
111
$460K 0.05%
3,739
+105
112
$453K 0.04%
3,375
113
$443K 0.04%
451
114
$428K 0.04%
2,892
+120
115
$427K 0.04%
2,715
+431
116
$422K 0.04%
215
+25
117
$420K 0.04%
2,604
-445
118
$408K 0.04%
849
+214
119
$401K 0.04%
1,233
-30
120
$397K 0.04%
927
121
$395K 0.04%
4,796
-353
122
$392K 0.04%
4,725
123
$385K 0.04%
1,036
+42
124
$372K 0.04%
2,069
+65
125
$370K 0.04%
1,204
-7
3 4
5
6 7