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
$433M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$62.7M
2 +$44.1M
3 +$37.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$27.5M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.48%
2 Technology 0.22%
3 Materials 0.18%
4 Consumer Staples 0.18%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
+25
202
0
203
0
204
0
205
0
206
$0 ﹤0.01%
+11
207
0
208
0