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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
26
$12.3M 1.11%
425,897
+5,538
27
$12.1M 1.09%
100,512
-2,532
28
$11.6M 1.04%
140,056
+5,176
29
$9.45M 0.85%
61,173
+3,174
30
$9.35M 0.84%
32,671
+707
31
$9.23M 0.83%
64,834
-1,186
32
$9.06M 0.82%
116,078
+3,216
33
$8.74M 0.79%
83,420
-2,458
34
$8.39M 0.75%
12,472
-964
35
$7.81M 0.7%
144,072
-4,009
36
$7.81M 0.7%
116,600
-1,637
37
$7.2M 0.65%
165,299
+59,607
38
$6.67M 0.6%
101,468
+987
39
$5.87M 0.53%
50,364
-182
40
$5.49M 0.49%
13,940
-50
41
$5.08M 0.46%
45,189
-1,023
42
$5.03M 0.45%
35,731
-1,400
43
$4.96M 0.45%
89,062
+9,656
44
$4.86M 0.44%
53,890
-296
45
$4.77M 0.43%
18,517
-856
46
$4.46M 0.4%
208,924
-10,735
47
$4.35M 0.39%
58,948
-844
48
$4.27M 0.38%
27,840
+340
49
$4.18M 0.38%
67,985
-694
50
$4.09M 0.37%
29,395
+501
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