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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.35M
3
+$7.05M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.61M

Top Sells

1
+$4.32M
2
+$3.35M
3
+$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.54%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.22%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$223K 0.02%
6,221
-102
177
$222K 0.02%
7,905
-4,440
178
$221K 0.02%
776
+77
179
$218K 0.02%
3,318
-5,268
180
$211K 0.02%
1,600
-62
181
$209K 0.02%
3,427
+3,273
182
$209K 0.02%
2,309
+245
183
$203K 0.02%
9,837
184
$203K 0.02%
2,431
185
$203K 0.02%
1,366
-300
186
$201K 0.02%
1,436
-17
187
$197K 0.02%
1,122
+96
188
$196K 0.02%
1,260
-1,091
189
$196K 0.02%
5,346
-3,498
190
$194K 0.02%
3,429
191
$193K 0.02%
853
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192
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193
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-93
194
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2,116
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195
$180K 0.02%
+1,813
196
$177K 0.02%
214
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197
$174K 0.02%
648
+22
198
$173K 0.01%
3,270
+1,370
199
$172K 0.01%
2,376
-144
200
$171K 0.01%
703
-20
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