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
126
$33K 0.01%
387
127
$33K 0.01%
1,001
-52
128
$32K 0.01%
300
129
$32K 0.01%
+930
130
$32K 0.01%
300
-100
131
$32K 0.01%
1,052
132
$31K 0.01%
800
133
$28K 0.01%
628
-53
134
$27K 0.01%
729
+319
135
$27K 0.01%
+71
136
$27K 0.01%
103
-7
137
$27K 0.01%
732
138
$26K 0.01%
1,924
139
$26K 0.01%
108
+60
140
$25K 0.01%
249
141
$25K 0.01%
432
142
$25K 0.01%
150
143
$24K ﹤0.01%
+200
144
$23K ﹤0.01%
400
145
$23K ﹤0.01%
200
-9
146
$23K ﹤0.01%
1,600
147
$22K ﹤0.01%
750
+300
148
$22K ﹤0.01%
416
-19
149
$21K ﹤0.01%
116
150
$21K ﹤0.01%
648
4 5
6
7 8