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
$486M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Sells

1 +$1.47M
2 +$837K
3 +$696K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$591K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$558K

Sector Composition

1 Financials 0.54%
2 Materials 0.4%
3 Technology 0.22%
4 Healthcare 0.16%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$7K ﹤0.01%
456
177
$7K ﹤0.01%
74
178
$6K ﹤0.01%
+23
179
$6K ﹤0.01%
69
180
$6K ﹤0.01%
+246
181
$6K ﹤0.01%
211
182
$6K ﹤0.01%
+81
183
$6K ﹤0.01%
362
184
$6K ﹤0.01%
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185
$6K ﹤0.01%
+53
186
$5K ﹤0.01%
+25
187
$5K ﹤0.01%
20
-280
188
$5K ﹤0.01%
+16
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$5K ﹤0.01%
200
191
$5K ﹤0.01%
126
192
$5K ﹤0.01%
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193
$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
+28
196
$4K ﹤0.01%
+100
197
$4K ﹤0.01%
+54
198
$4K ﹤0.01%
+42
199
$4K ﹤0.01%
+121
200
$4K ﹤0.01%
+397