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
151
$194K 0.02%
861
152
$189K 0.02%
2,075
153
$175K 0.02%
737
154
$174K 0.02%
2,617
+1,211
155
$173K 0.02%
6,097
156
$169K 0.02%
967
+253
157
$168K 0.02%
1,787
+200
158
$160K 0.02%
490
+145
159
$153K 0.02%
1,851
+210
160
$152K 0.02%
142
-3
161
$146K 0.01%
1,257
+1,007
162
$141K 0.01%
11,322
163
$141K 0.01%
500
+200
164
$139K 0.01%
1,175
+54
165
$135K 0.01%
454
166
$135K 0.01%
340
167
$132K 0.01%
1,801
-2,425
168
$130K 0.01%
257
-32
169
$127K 0.01%
763
-20
170
$126K 0.01%
914
-41
171
$126K 0.01%
562
172
$125K 0.01%
4,394
+1,500
173
$123K 0.01%
1,655
+1,565
174
$123K 0.01%
624
175
$123K 0.01%
3,894
-106
5 6
7
8 9