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
326
$42.1K ﹤0.01%
130
327
$41.9K ﹤0.01%
603
328
$41.4K ﹤0.01%
799
329
$41.4K ﹤0.01%
389
330
$40.3K ﹤0.01%
1,154
331
$40.1K ﹤0.01%
514
332
$39.4K ﹤0.01%
349
333
$38.7K ﹤0.01%
320
334
$38.3K ﹤0.01%
508
335
$38.1K ﹤0.01%
5,030
336
$37.8K ﹤0.01%
273
337
$37.3K ﹤0.01%
410
338
$36.9K ﹤0.01%
400
339
$36.8K ﹤0.01%
177
340
$36.7K ﹤0.01%
436
341
$36.3K ﹤0.01%
277
342
$36.2K ﹤0.01%
451
343
$36K ﹤0.01%
763
344
$36K ﹤0.01%
493
345
$36K ﹤0.01%
493
346
$35.4K ﹤0.01%
349
347
$34.7K ﹤0.01%
972
348
$34.4K ﹤0.01%
1,121
349
$34.2K ﹤0.01%
305
350
$34.1K ﹤0.01%
168