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
126
$359K 0.04%
9,221
127
$352K 0.03%
2,167
128
$350K 0.03%
1,255
-38
129
$344K 0.03%
1,404
+258
130
$343K 0.03%
1,933
-173
131
$340K 0.03%
3,808
132
$335K 0.03%
+3,000
133
$321K 0.03%
2,222
-85
134
$305K 0.03%
861
+126
135
$298K 0.03%
630
+30
136
$298K 0.03%
843
-88
137
$283K 0.03%
4,122
+180
138
$262K 0.03%
10,662
+798
139
$259K 0.03%
3,308
+100
140
$246K 0.02%
5,643
-373
141
$246K 0.02%
617
+1
142
$235K 0.02%
5,039
-1,083
143
$234K 0.02%
1,069
+75
144
$229K 0.02%
6,020
145
$229K 0.02%
1,140
+2
146
$216K 0.02%
2,310
147
$208K 0.02%
869
148
$207K 0.02%
2,009
149
$200K 0.02%
648
-31
150
$198K 0.02%
4,878
4 5
6
7 8