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SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
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 Buys

1
+$1.06M
2
+$779K
3
+$736K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$399K
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$368K

Top Sells

1
+$1.36M
2
+$798K
3
+$699K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$580K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$548K

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%
+246
179
$6K ﹤0.01%
+81
180
$6K ﹤0.01%
362
181
$6K ﹤0.01%
+32
182
$6K ﹤0.01%
211
183
$6K ﹤0.01%
+23
184
$6K ﹤0.01%
+53
185
$6K ﹤0.01%
69
186
$5K ﹤0.01%
+25
187
$5K ﹤0.01%
+101
188
$5K ﹤0.01%
200
189
$5K ﹤0.01%
126
190
$5K ﹤0.01%
+47
191
$5K ﹤0.01%
+62
192
$5K ﹤0.01%
+28
193
$5K ﹤0.01%
20
-280
194
$5K ﹤0.01%
+16
195
$5K ﹤0.01%
+29
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
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