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
451
$37.3K ﹤0.01%
184
+84
452
$37.2K ﹤0.01%
86
+80
453
$37.1K ﹤0.01%
+441
454
$37.1K ﹤0.01%
149
+103
455
$37K ﹤0.01%
+477
456
$36.9K ﹤0.01%
482
+369
457
$36.9K ﹤0.01%
+1,171
458
$36.8K ﹤0.01%
+546
459
$36.8K ﹤0.01%
767
460
$36.7K ﹤0.01%
+128
461
$36.7K ﹤0.01%
6,000
462
$36.6K ﹤0.01%
305
+165
463
$36.6K ﹤0.01%
997
+603
464
$36.5K ﹤0.01%
+146
465
$36.2K ﹤0.01%
218
+51
466
$36.2K ﹤0.01%
+295
467
$36.1K ﹤0.01%
201
-8
468
$36K ﹤0.01%
791
469
$35.9K ﹤0.01%
+281
470
$35.9K ﹤0.01%
2,419
+2,330
471
$35.8K ﹤0.01%
323
+178
472
$35.8K ﹤0.01%
+792
473
$35.4K ﹤0.01%
52
+50
474
$35.1K ﹤0.01%
270
+80
475
$35.1K ﹤0.01%
353
+28
17 18
19
20 21