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
501
$9.38K ﹤0.01%
67
502
$9.16K ﹤0.01%
300
503
$9.03K ﹤0.01%
520
504
$9.03K ﹤0.01%
59
505
$8.95K ﹤0.01%
62
506
$8.89K ﹤0.01%
902
507
$8.82K ﹤0.01%
364
508
$8.82K ﹤0.01%
200
509
$8.79K ﹤0.01%
154
510
$8.75K ﹤0.01%
280
511
$8.69K ﹤0.01%
17
512
$8.68K ﹤0.01%
276
513
$8.58K ﹤0.01%
119
514
$8.57K ﹤0.01%
26
515
$8.46K ﹤0.01%
183
516
$8.32K ﹤0.01%
553
517
$8.32K ﹤0.01%
150
518
$8.13K ﹤0.01%
266
519
$7.83K ﹤0.01%
400
520
$7.77K ﹤0.01%
70
521
$7.75K ﹤0.01%
235
522
$7.62K ﹤0.01%
320
523
$7.61K ﹤0.01%
102
524
$7.6K ﹤0.01%
184
525
$7.58K ﹤0.01%
147