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
$503M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$546K
3 +$382K
4
ADP icon
Automatic Data Processing
ADP
+$253K
5
HD icon
Home Depot
HD
+$215K

Top Sells

1 +$3.83M
2 +$2.91M
3 +$1.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.72M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.6M

Sector Composition

1 Technology 0.5%
2 Financials 0.49%
3 Healthcare 0.24%
4 Consumer Staples 0.23%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$10K ﹤0.01%
91
177
$10K ﹤0.01%
678
178
$10K ﹤0.01%
+276
179
$10K ﹤0.01%
74
180
$9K ﹤0.01%
75
181
$9K ﹤0.01%
50
182
$9K ﹤0.01%
+301
183
$9K ﹤0.01%
100
184
$9K ﹤0.01%
48
+22
185
$9K ﹤0.01%
+106
186
$9K ﹤0.01%
+54
187
$8K ﹤0.01%
100
-9
188
$8K ﹤0.01%
160
189
$8K ﹤0.01%
+266
190
$7K ﹤0.01%
126
191
$7K ﹤0.01%
35
192
$7K ﹤0.01%
362
193
$7K ﹤0.01%
103
194
$7K ﹤0.01%
328
195
$7K ﹤0.01%
90
196
$6K ﹤0.01%
25
197
$6K ﹤0.01%
44
198
$6K ﹤0.01%
211
199
$6K ﹤0.01%
+222
200
$6K ﹤0.01%
+21