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
126
$27K 0.01%
+1,924
127
$26K 0.01%
+425
128
$25K 0.01%
150
+100
129
$25K 0.01%
+249
130
$24K ﹤0.01%
435
131
$24K ﹤0.01%
209
132
$24K ﹤0.01%
+400
133
$23K ﹤0.01%
1,600
+1,000
134
$22K ﹤0.01%
268
135
$22K ﹤0.01%
434
136
$22K ﹤0.01%
432
137
$20K ﹤0.01%
375
138
$19K ﹤0.01%
116
139
$18K ﹤0.01%
396
+51
140
$18K ﹤0.01%
120
141
$17K ﹤0.01%
437
142
$17K ﹤0.01%
648
143
$16K ﹤0.01%
59
144
$15K ﹤0.01%
100
145
$14K ﹤0.01%
1,080
146
$14K ﹤0.01%
+159
147
$14K ﹤0.01%
+410
148
$13K ﹤0.01%
75
149
$13K ﹤0.01%
1,334
150
$13K ﹤0.01%
214
4 5
6
7 8