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
351
$33.8K ﹤0.01%
1,255
352
$33.3K ﹤0.01%
772
353
$32.9K ﹤0.01%
576
354
$32.8K ﹤0.01%
420
355
$32.2K ﹤0.01%
740
356
$32.1K ﹤0.01%
159
357
$32.1K ﹤0.01%
638
358
$32K ﹤0.01%
236
359
$31.9K ﹤0.01%
913
360
$31.6K ﹤0.01%
334
361
$31.3K ﹤0.01%
1,143
362
$31K ﹤0.01%
269
363
$30.5K ﹤0.01%
586
364
$30K ﹤0.01%
280
365
$30K ﹤0.01%
981
366
$29.2K ﹤0.01%
969
367
$28.6K ﹤0.01%
521
368
$28.5K ﹤0.01%
201
369
$28.1K ﹤0.01%
225
370
$28K ﹤0.01%
740
371
$27.8K ﹤0.01%
915
372
$27.7K ﹤0.01%
1,600
373
$27.5K ﹤0.01%
246
374
$27.4K ﹤0.01%
1,871
375
$27.3K ﹤0.01%
3,185