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
$389M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$5.38M
3 +$3.42M
4
IXG icon
iShares Global Financials ETF
IXG
+$3.34M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.62M

Sector Composition

1 Financials 0.45%
2 Technology 0.34%
3 Utilities 0.33%
4 Consumer Staples 0.19%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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328