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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
351
$55.8K 0.01%
+633
352
$55.7K 0.01%
+2,072
353
$55.6K 0.01%
200
+180
354
$55.4K 0.01%
530
-27
355
$55.1K 0.01%
+761
356
$54.6K ﹤0.01%
350
+141
357
$54.6K ﹤0.01%
283
-12
358
$54.5K ﹤0.01%
+395
359
$54.3K ﹤0.01%
482
+282
360
$54.3K ﹤0.01%
1,059
+749
361
$54.2K ﹤0.01%
250
+225
362
$54.2K ﹤0.01%
897
+647
363
$54.1K ﹤0.01%
+1,525
364
$54.1K ﹤0.01%
1,255
+1,221
365
$53.6K ﹤0.01%
133
+84
366
$53K ﹤0.01%
717
-21
367
$52.7K ﹤0.01%
794
+768
368
$52.7K ﹤0.01%
+280
369
$52.3K ﹤0.01%
203
+78
370
$51.9K ﹤0.01%
514
371
$51.5K ﹤0.01%
190
+133
372
$51.4K ﹤0.01%
363
+257
373
$51K ﹤0.01%
1,733
+1,565
374
$50.6K ﹤0.01%
+794
375
$49.9K ﹤0.01%
459
+393
13 14
15
16 17