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Home > Institutional Investor > Salomon & Ludwin, Llc > Profile

Instuitional Investor - Salomon & Ludwin, Llc

Fund Profile
Filing Period:
Fund Name: Salomon & Ludwin, Llc
Portfolio Value $958,034,906
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,189,761 $81,332,853 8.48%
2.
Sector Spdr Trust
 XLB 350,186 $57,471,576 5.99%
3.
Vanguard S&P 500 Etf
 128,177 $50,183,985 5.23%
4.
Ishares Trust
 IEF 315,259 $48,429,581 5.05%
5.
Ishares Short Term Ntnl
 445,987 $45,874,169 4.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)