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
26
$11.8M 1.23%
171,193
27
$11.2M 1.17%
585,195
28
$10M 1.05%
87,218
29
$9.21M 0.96%
90,693
30
$9.09M 0.95%
239,354
31
$9.07M 0.95%
190,477
32
$8.12M 0.85%
18,914
33
$6.97M 0.73%
78,117
34
$6.27M 0.65%
187,535
35
$6.2M 0.65%
23,021
36
$5.83M 0.61%
82,779
37
$5.66M 0.59%
63,594
38
$5.53M 0.58%
76,428
39
$5.3M 0.55%
129,273
40
$4.82M 0.5%
114,707
41
$4.58M 0.48%
33,196
42
$4.48M 0.47%
49,430
43
$4.21M 0.44%
22,121
44
$4.15M 0.43%
21,270
45
$4.12M 0.43%
9,930
46
$4.01M 0.42%
142,165
47
$3.94M 0.41%
18,651
48
$3.78M 0.39%
84,613
49
$3.72M 0.39%
8,150
50
$3.51M 0.37%
89,484
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