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SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,176
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.92M
3
+$2.47M
4
NVDA icon
NVIDIA
NVDA
+$1.85M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1
+$4.55M
2
+$3.58M
3
+$3.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.11M

Sector Composition

1 Technology 6.66%
2 Consumer Staples 1.5%
3 Consumer Discretionary 1.34%
4 Financials 1.28%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$97.9K 0.01%
1,297
227
$97K 0.01%
3,250
228
$96.3K 0.01%
903
+596
229
$95K 0.01%
274
+76
230
$94.8K 0.01%
188
+105
231
$93.6K 0.01%
519
+29
232
$93.4K 0.01%
1,279
-140
233
$93.3K 0.01%
2,000
234
$93.1K 0.01%
1,404
+21
235
$93.1K 0.01%
3,402
+3,081
236
$92.8K 0.01%
+1,031
237
$92.4K 0.01%
121
+64
238
$91K 0.01%
1,260
+1,213
239
$90.8K 0.01%
620
+147
240
$90.3K 0.01%
682
+79
241
$89.7K 0.01%
1,230
+232
242
$89.5K 0.01%
1,245
-330
243
$89.1K 0.01%
1,211
+483
244
$88.9K 0.01%
442
+252
245
$88.6K 0.01%
1,485
+999
246
$88.5K 0.01%
694
+645
247
$88.5K 0.01%
3,241
248
$88.4K 0.01%
+2,570
249
$88.3K 0.01%
330
+24
250
$87.8K 0.01%
782
+309
8 9
10
11 12