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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
301
$69.5K 0.01%
781
+303
302
$69.1K 0.01%
513
+165
303
$68K 0.01%
198
+77
304
$67.5K 0.01%
+2,624
305
$67.3K 0.01%
200
-300
306
$67.1K 0.01%
344
+48
307
$67.1K 0.01%
+137
308
$66.8K 0.01%
588
-155
309
$66.6K 0.01%
291
+159
310
$66.3K 0.01%
+408
311
$65.3K 0.01%
766
+694
312
$65.2K 0.01%
557
+505
313
$64.9K 0.01%
88
+58
314
$64.9K 0.01%
646
315
$64.6K 0.01%
484
316
$64K 0.01%
225
+149
317
$63.9K 0.01%
523
+411
318
$63.4K 0.01%
326
+314
319
$63.1K 0.01%
1,391
+691
320
$63K 0.01%
+433
321
$63K 0.01%
528
322
$62.7K 0.01%
1,043
+400
323
$62.6K 0.01%
471
+282
324
$62.4K 0.01%
1,247
+475
325
$62.2K 0.01%
661
+246
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