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
$433M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$44.1M
3
+$37.7M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$27.5M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.48%
2 Technology 0.22%
3 Materials 0.18%
4 Consumer Staples 0.18%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
+69
177
$3K ﹤0.01%
+214
178
$2K ﹤0.01%
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179
$1K ﹤0.01%
+26
180
$1K ﹤0.01%
+5
181
$0 ﹤0.01%
+25
182
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