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
201
$170K 0.01%
2,610
202
$170K 0.01%
1,880
+1,140
203
$165K 0.01%
3,865
204
$164K 0.01%
2,216
205
$161K 0.01%
861
206
$159K 0.01%
1,097
+8
207
$156K 0.01%
3,609
+484
208
$155K 0.01%
632
-6
209
$151K 0.01%
2,600
210
$147K 0.01%
1,541
211
$145K 0.01%
2,418
+1,140
212
$144K 0.01%
1,259
+318
213
$141K 0.01%
1,465
214
$138K 0.01%
3,253
+17
215
$138K 0.01%
739
216
$137K 0.01%
2,530
+523
217
$135K 0.01%
510
218
$135K 0.01%
406
-41
219
$135K 0.01%
1,096
-449
220
$134K 0.01%
+742
221
$133K 0.01%
947
222
$131K 0.01%
+4,432
223
$129K 0.01%
2,735
224
$125K 0.01%
732
+280
225
$125K 0.01%
496
-19
7 8
9
10 11