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
$958M
AUM Growth
+$31.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$20.3K
2
+$10.1K
3
+$1.05K
4
CGC
Canopy Growth
CGC
+$733

Top Sells

1
+$9.68K
2
+$1.75K
3
+$108
4
LCID icon
Lucid Motors
LCID
+$22

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95.1K 0.01%
2,836
227
$93.8K 0.01%
1,555
228
$93.4K 0.01%
2,112
229
$92.1K 0.01%
1,440
230
$91.9K 0.01%
901
231
$91.3K 0.01%
2,975
232
$90.8K 0.01%
4,034
233
$90.7K 0.01%
1,061
234
$90.1K 0.01%
518
235
$87.9K 0.01%
1,900
236
$87.4K 0.01%
1,466
237
$87.2K 0.01%
678
238
$86K 0.01%
941
239
$85.7K 0.01%
1,149
240
$84.4K 0.01%
720
241
$83.8K 0.01%
657
242
$83.5K 0.01%
510
243
$83K 0.01%
800
244
$80.6K 0.01%
1,094
245
$80K 0.01%
1,510
246
$79.9K 0.01%
1,260
247
$79.4K 0.01%
6,023
248
$79K 0.01%
844
249
$78.6K 0.01%
1,721
250
$77.5K 0.01%
13
8 9
10
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