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
151
$21K ﹤0.01%
437
152
$18K ﹤0.01%
59
153
$16K ﹤0.01%
396
154
$16K ﹤0.01%
226
155
$16K ﹤0.01%
120
156
$15K ﹤0.01%
100
157
$15K ﹤0.01%
75
158
$15K ﹤0.01%
159
159
$14K ﹤0.01%
1,080
160
$14K ﹤0.01%
+263
161
$14K ﹤0.01%
1,334
162
$14K ﹤0.01%
1,216
163
$13K ﹤0.01%
220
164
$13K ﹤0.01%
25
165
$13K ﹤0.01%
214
166
$12K ﹤0.01%
+346
167
$12K ﹤0.01%
69
168
$12K ﹤0.01%
+247
169
$12K ﹤0.01%
300
170
$11K ﹤0.01%
90
171
$11K ﹤0.01%
300
172
$11K ﹤0.01%
124
173
$11K ﹤0.01%
207
174
$10K ﹤0.01%
275
175
$10K ﹤0.01%
241
5 6
7
8 9