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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
401
$44.9K ﹤0.01%
939
-28
402
$44.8K ﹤0.01%
+1,224
403
$44.5K ﹤0.01%
987
+318
404
$44.3K ﹤0.01%
+423
405
$44.2K ﹤0.01%
+276
406
$44.2K ﹤0.01%
320
+100
407
$43.8K ﹤0.01%
310
408
$43.8K ﹤0.01%
+504
409
$43.4K ﹤0.01%
2,655
-321
410
$43.4K ﹤0.01%
+33
411
$43.3K ﹤0.01%
+897
412
$42.9K ﹤0.01%
517
413
$42.7K ﹤0.01%
305
+70
414
$42.4K ﹤0.01%
+122
415
$42.1K ﹤0.01%
+222
416
$42K ﹤0.01%
+384
417
$41.9K ﹤0.01%
+173
418
$41.6K ﹤0.01%
+243
419
$41.5K ﹤0.01%
+331
420
$41.3K ﹤0.01%
+468
421
$41.3K ﹤0.01%
952
+777
422
$41.3K ﹤0.01%
+573
423
$41.1K ﹤0.01%
+229
424
$41.1K ﹤0.01%
+360
425
$40.9K ﹤0.01%
+1,500
15 16
17
18 19