We are live on ! Find out more
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
426
$40.9K ﹤0.01%
509
+253
427
$40.6K ﹤0.01%
883
+103
428
$40.5K ﹤0.01%
+187
429
$40.2K ﹤0.01%
398
-2
430
$39.9K ﹤0.01%
+1,336
431
$39.6K ﹤0.01%
1,234
-6
432
$39.4K ﹤0.01%
+666
433
$39.4K ﹤0.01%
2,075
+852
434
$39.1K ﹤0.01%
768
+701
435
$38.9K ﹤0.01%
+726
436
$38.9K ﹤0.01%
+210
437
$38.8K ﹤0.01%
441
+57
438
$38.7K ﹤0.01%
+110
439
$38.6K ﹤0.01%
+326
440
$38.5K ﹤0.01%
+131
441
$38.3K ﹤0.01%
691
+669
442
$38.2K ﹤0.01%
+148
443
$38K ﹤0.01%
+210
444
$37.8K ﹤0.01%
+78
445
$37.7K ﹤0.01%
545
+298
446
$37.6K ﹤0.01%
+83
447
$37.5K ﹤0.01%
+375
448
$37.5K ﹤0.01%
435
+103
449
$37.4K ﹤0.01%
+48
450
$37.3K ﹤0.01%
+656
16 17
18
19 20