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
$489M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$621K
3
+$549K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$149K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$106K

Top Sells

1
+$879K
2
+$787K
3
+$746K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$577K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$513K

Sector Composition

1 Financials 0.53%
2 Technology 0.27%
3 Consumer Staples 0.17%
4 Communication Services 0.14%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
90
177
$7K ﹤0.01%
328
178
$7K ﹤0.01%
362
179
$7K ﹤0.01%
100
180
$7K ﹤0.01%
160
181
$6K ﹤0.01%
100
182
$6K ﹤0.01%
35
183
$6K ﹤0.01%
126
184
$6K ﹤0.01%
211
185
$6K ﹤0.01%
44
186
$5K ﹤0.01%
75
187
$5K ﹤0.01%
+26
188
$5K ﹤0.01%
200
189
$5K ﹤0.01%
50
190
$5K ﹤0.01%
25
191
$4K ﹤0.01%
200
192
$4K ﹤0.01%
100
193
$3K ﹤0.01%
214
194
$3K ﹤0.01%
38
195
$3K ﹤0.01%
36
196
$2K ﹤0.01%
32
197
$2K ﹤0.01%
32
198
$2K ﹤0.01%
26
199
$2K ﹤0.01%
69
200
$1K ﹤0.01%
5
6 7
8
9 10