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
$503M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$546K
3
+$382K
4
ADP icon
Automatic Data Processing
ADP
+$253K
5
HD icon
Home Depot
HD
+$215K

Top Sells

1
+$3.83M
2
+$2.91M
3
+$1.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.72M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.6M

Sector Composition

1 Technology 0.5%
2 Financials 0.49%
3 Healthcare 0.24%
4 Consumer Staples 0.23%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
100
202
$5K ﹤0.01%
100
203
$5K ﹤0.01%
+8
204
$5K ﹤0.01%
200
205
$5K ﹤0.01%
+40
206
$4K ﹤0.01%
50
207
$4K ﹤0.01%
+70
208
$4K ﹤0.01%
+28
209
$4K ﹤0.01%
+85
210
$4K ﹤0.01%
200
211
$4K ﹤0.01%
75
212
$3K ﹤0.01%
38
213
$3K ﹤0.01%
+67
214
$3K ﹤0.01%
36
215
$3K ﹤0.01%
214
216
$2K ﹤0.01%
26
217
$2K ﹤0.01%
+28
218
$2K ﹤0.01%
32
219
$2K ﹤0.01%
32
220
$2K ﹤0.01%
69
221
$1K ﹤0.01%
32
222
$1K ﹤0.01%
37
223
$1K ﹤0.01%
9
224
$1K ﹤0.01%
+85
225
$1K ﹤0.01%
+21
6 7 8
9
10