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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
276
$77K 0.01%
314
+32
277
$76.5K 0.01%
+1,711
278
$76.5K 0.01%
+3,125
279
$76.3K 0.01%
476
+69
280
$76.3K 0.01%
380
281
$76.1K 0.01%
+218
282
$75.9K 0.01%
620
283
$75.9K 0.01%
470
+136
284
$75.7K 0.01%
279
+119
285
$75K 0.01%
2,347
286
$75K 0.01%
241
+135
287
$74.9K 0.01%
+1,480
288
$74.8K 0.01%
1,583
-83
289
$74.6K 0.01%
1,404
290
$74.5K 0.01%
1,918
+173
291
$73.1K 0.01%
3,894
292
$72.8K 0.01%
925
293
$72.8K 0.01%
796
294
$72.2K 0.01%
746
295
$72.2K 0.01%
2,004
+879
296
$71.4K 0.01%
+734
297
$71.3K 0.01%
768
-24
298
$71.2K 0.01%
376
+202
299
$70K 0.01%
317
+139
300
$69.6K 0.01%
802
+549
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