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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.35M
3
+$7.05M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.61M

Top Sells

1
+$4.32M
2
+$3.35M
3
+$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.54%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.22%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$321K 0.03%
4,878
-10,672
152
$319K 0.03%
12,946
+9,602
153
$310K 0.03%
928
154
$300K 0.03%
5,181
-68
155
$295K 0.03%
622
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156
$289K 0.02%
3,360
-185
157
$289K 0.02%
+1,323
158
$280K 0.02%
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159
$275K 0.02%
6,561
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160
$272K 0.02%
15,478
+3,403
161
$256K 0.02%
2,588
-1,655
162
$252K 0.02%
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-2,193
163
$250K 0.02%
3,161
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164
$248K 0.02%
8,944
-1,157
165
$248K 0.02%
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166
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167
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168
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169
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3,928
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170
$234K 0.02%
2,163
-1,310
171
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+5,491
172
$232K 0.02%
431
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173
$230K 0.02%
766
174
$228K 0.02%
2,574
-1,536
175
$225K 0.02%
2,777
-98
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7
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