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
376
$27K ﹤0.01%
175
377
$26.8K ﹤0.01%
246
378
$26.7K ﹤0.01%
780
379
$26.5K ﹤0.01%
834
380
$26.5K ﹤0.01%
252
381
$26K ﹤0.01%
382
382
$26K ﹤0.01%
292
383
$25.4K ﹤0.01%
2,337
384
$24.9K ﹤0.01%
61
385
$24.7K ﹤0.01%
135
386
$24.6K ﹤0.01%
98
387
$24.1K ﹤0.01%
1,944
388
$24.1K ﹤0.01%
120
389
$24.1K ﹤0.01%
524
390
$23.7K ﹤0.01%
727
391
$23.6K ﹤0.01%
263
392
$23.5K ﹤0.01%
237
393
$23.3K ﹤0.01%
311
394
$22.9K ﹤0.01%
2,900
395
$22.5K ﹤0.01%
218
396
$22.5K ﹤0.01%
349
397
$22.3K ﹤0.01%
255
398
$22.2K ﹤0.01%
625
399
$22.2K ﹤0.01%
57
400
$22.1K ﹤0.01%
27