SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.78M
3
+$1.65M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.28M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.12M

Top Sells

1
+$3.05M
2
+$2.02M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$904K

Sector Composition

1 Technology 5.46%
2 Consumer Staples 1.55%
3 Consumer Discretionary 1.06%
4 Financials 0.86%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$120K 0.01%
1,575
+145
177
$118K 0.01%
1,277
178
$114K 0.01%
1,361
-17
179
$113K 0.01%
1,150
180
$113K 0.01%
545
-48
181
$111K 0.01%
+2,000
182
$109K 0.01%
218
183
$108K 0.01%
4,936
-260
184
$107K 0.01%
549
-45
185
$106K 0.01%
800
+300
186
$106K 0.01%
490
187
$104K 0.01%
1,561
188
$103K 0.01%
1,419
-128
189
$103K 0.01%
388
+70
190
$98.9K 0.01%
290
191
$98.2K 0.01%
658
192
$97.9K 0.01%
+2,000
193
$97.8K 0.01%
1,085
194
$96.7K 0.01%
1,013
195
$95.3K 0.01%
1,297
196
$91.6K 0.01%
192
197
$90.9K 0.01%
449
+165
198
$88.9K 0.01%
2,359
199
$86.6K 0.01%
121
-10
200
$86.1K 0.01%
2,404
+120
6 7
8
9 10