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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
476
$35.1K ﹤0.01%
740
+682
477
$35K ﹤0.01%
+509
478
$34.9K ﹤0.01%
110
+102
479
$34.9K ﹤0.01%
174
+9
480
$34.9K ﹤0.01%
482
+471
481
$34.9K ﹤0.01%
+787
482
$34.8K ﹤0.01%
422
+206
483
$34.7K ﹤0.01%
+55
484
$34.7K ﹤0.01%
+538
485
$34.6K ﹤0.01%
260
+35
486
$34.4K ﹤0.01%
181
+108
487
$34.4K ﹤0.01%
+897
488
$34.4K ﹤0.01%
234
489
$34.3K ﹤0.01%
+172
490
$34.2K ﹤0.01%
90
+88
491
$33.9K ﹤0.01%
+923
492
$33.8K ﹤0.01%
+937
493
$33.8K ﹤0.01%
+362
494
$33.7K ﹤0.01%
+325
495
$33.7K ﹤0.01%
+8
496
$33.7K ﹤0.01%
2,035
+1,955
497
$33.6K ﹤0.01%
+113
498
$33.6K ﹤0.01%
+1,337
499
$33.6K ﹤0.01%
562
+518
500
$33.4K ﹤0.01%
+182
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