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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
376
$49.8K ﹤0.01%
299
+81
377
$49.7K ﹤0.01%
+546
378
$49.5K ﹤0.01%
888
+512
379
$49.2K ﹤0.01%
+4,135
380
$49.2K ﹤0.01%
+236
381
$49K ﹤0.01%
+374
382
$48.7K ﹤0.01%
99
+43
383
$48.6K ﹤0.01%
+837
384
$48.3K ﹤0.01%
502
+54
385
$48.1K ﹤0.01%
+335
386
$47.8K ﹤0.01%
862
+99
387
$47.1K ﹤0.01%
136
+49
388
$47.1K ﹤0.01%
+2,502
389
$46.9K ﹤0.01%
155
+134
390
$46.5K ﹤0.01%
+151
391
$46.4K ﹤0.01%
+679
392
$46.3K ﹤0.01%
197
+135
393
$46K ﹤0.01%
1,120
+1,078
394
$46K ﹤0.01%
+1,538
395
$45.9K ﹤0.01%
+264
396
$45.4K ﹤0.01%
504
+159
397
$45.3K ﹤0.01%
233
+181
398
$45.2K ﹤0.01%
1,833
-46
399
$45.2K ﹤0.01%
2,348
+2,272
400
$45K ﹤0.01%
6,863
+6,825
14 15
16
17 18