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SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,223
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.79M
3
+$2.47M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.61M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.56M

Top Sells

1
+$1.95M
2
+$1.91M
3
+$1.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.54M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$851K

Sector Composition

1 Technology 5.66%
2 Consumer Staples 1.57%
3 Consumer Discretionary 1.37%
4 Financials 1.35%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLAC icon
201
KLA
KLAC
$277B
$130K 0.01%
86
+2
GSIE icon
202
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.7B
$128K 0.01%
2,939
CMCSA icon
203
Comcast
CMCSA
$85B
$127K 0.01%
4,559
-25
INTU icon
204
Intuit
INTU
$80.2B
$127K 0.01%
300
+75
HSBC icon
205
HSBC
HSBC
$306B
$126K 0.01%
1,496
+78
BA icon
206
Boeing
BA
$170B
$125K 0.01%
599
-149
NVS icon
207
Novartis
NVS
$285B
$124K 0.01%
806
+56
TJX icon
208
TJX Companies
TJX
$181B
$124K 0.01%
767
VOE icon
209
Vanguard Mid-Cap Value ETF
VOE
$22.7B
$124K 0.01%
667
-99
TTE icon
210
TotalEnergies
TTE
$196B
$123K 0.01%
1,334
+360
UNP icon
211
Union Pacific
UNP
$160B
$122K 0.01%
497
+123
SLVP icon
212
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$823M
$121K 0.01%
3,294
LMT icon
213
Lockheed Martin
LMT
$122B
$121K 0.01%
194
-4
SPYM
214
State Street SPDR Portfolio S&P 500 ETF
SPYM
$145B
$120K 0.01%
1,560
-1,001
JCPB icon
215
JPMorgan Core Plus Bond ETF
JCPB
$12.7B
$118K 0.01%
2,512
-109
DHR icon
216
Danaher
DHR
$134B
$116K 0.01%
609
+152
AEE icon
217
Ameren
AEE
$29.8B
$116K 0.01%
1,042
DE icon
218
Deere & Co
DE
$156B
$116K 0.01%
201
C icon
219
Citigroup
C
$230B
$115K 0.01%
997
-4
IEFA icon
220
iShares Core MSCI EAFE ETF
IEFA
$183B
$115K 0.01%
1,257
-64
ISRG icon
221
Intuitive Surgical
ISRG
$151B
$114K 0.01%
253
+28
IVOV icon
222
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.29B
$114K 0.01%
1,114
-36
IWP icon
223
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$113K 0.01%
875
-25
CRM icon
224
Salesforce
CRM
$143B
$113K 0.01%
603
+85
ITW icon
225
Illinois Tool Works
ITW
$73.7B
$113K 0.01%
437
-1
7 8
9
10 11