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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
251
$87.4K 0.01%
895
+621
252
$87.1K 0.01%
451
-516
253
$86.7K 0.01%
234
+121
254
$86.4K 0.01%
611
-4
255
$85.9K 0.01%
190
+147
256
$85.7K 0.01%
276
+132
257
$84.8K 0.01%
+465
258
$84.8K 0.01%
2,498
+139
259
$84.4K 0.01%
677
+202
260
$84.2K 0.01%
196
+98
261
$83.6K 0.01%
353
+61
262
$83.2K 0.01%
4,365
263
$83K 0.01%
1,744
-36
264
$82.8K 0.01%
634
+502
265
$82.4K 0.01%
2,845
+2,195
266
$81.9K 0.01%
516
+186
267
$81K 0.01%
514
+39
268
$80.8K 0.01%
+329
269
$80.3K 0.01%
229
+95
270
$79.3K 0.01%
403
+301
271
$78.5K 0.01%
250
+50
272
$78.1K 0.01%
+416
273
$78K 0.01%
446
+86
274
$77.7K 0.01%
162
+142
275
$77.5K 0.01%
460
+280
9 10
11
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