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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
326
$61.7K 0.01%
333
327
$61.5K 0.01%
414
+407
328
$61.4K 0.01%
189
+56
329
$60.8K 0.01%
283
-166
330
$60.6K 0.01%
3,844
+3,701
331
$60.6K 0.01%
+1,293
332
$60.5K 0.01%
457
+433
333
$60.4K 0.01%
5,870
+5,661
334
$60.2K 0.01%
1,258
+276
335
$60.1K 0.01%
474
336
$60K 0.01%
377
+137
337
$59.9K 0.01%
321
+10
338
$59.7K 0.01%
474
+211
339
$59.4K 0.01%
750
340
$59.3K 0.01%
+175
341
$59.2K 0.01%
2,409
-185
342
$58.8K 0.01%
+336
343
$58.7K 0.01%
+86
344
$58.7K 0.01%
1,309
+644
345
$58K 0.01%
799
346
$58K 0.01%
283
-14
347
$58K 0.01%
116
+81
348
$56.1K 0.01%
+671
349
$56K 0.01%
395
+376
350
$55.9K 0.01%
202
+52
12 13
14
15 16