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
151
$13K ﹤0.01%
1,216
152
$13K ﹤0.01%
78
153
$13K ﹤0.01%
220
154
$12K ﹤0.01%
300
155
$12K ﹤0.01%
69
156
$12K ﹤0.01%
300
157
$12K ﹤0.01%
450
158
$11K ﹤0.01%
90
159
$11K ﹤0.01%
241
160
$11K ﹤0.01%
124
161
$11K ﹤0.01%
207
162
$11K ﹤0.01%
25
163
$10K ﹤0.01%
109
164
$10K ﹤0.01%
275
-5
165
$10K ﹤0.01%
91
166
$10K ﹤0.01%
678
167
$9K ﹤0.01%
48
168
$9K ﹤0.01%
75
169
$9K ﹤0.01%
+71
170
$9K ﹤0.01%
35
171
$9K ﹤0.01%
226
172
$9K ﹤0.01%
92
173
$8K ﹤0.01%
50
174
$8K ﹤0.01%
103
175
$8K ﹤0.01%
74
5 6
7
8 9