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
201
$85.2K 0.01%
282
+165
202
$84.9K 0.01%
306
203
$84.1K 0.01%
328
+28
204
$83.5K 0.01%
3,250
205
$83.3K 0.01%
1,711
-5,249
206
$82.8K 0.01%
1,383
207
$82K 0.01%
998
-51
208
$81.5K 0.01%
1,780
209
$81.4K 0.01%
834
210
$79.6K 0.01%
603
211
$79K 0.01%
259
212
$78.2K 0.01%
369
-7
213
$78K 0.01%
4,365
214
$77.1K 0.01%
615
+15
215
$76.1K 0.01%
1,598
+183
216
$75.3K 0.01%
269
-1
217
$75.2K 0.01%
473
218
$74.9K 0.01%
198
+62
219
$73.8K 0.01%
2,347
220
$73.3K 0.01%
+1,404
221
$73.1K 0.01%
1,666
-138
222
$72.7K 0.01%
94
+25
223
$72.6K 0.01%
380
224
$72.3K 0.01%
620
225
$71.6K 0.01%
796
-14
7 8
9
10 11