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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
501
$33.1K ﹤0.01%
+414
502
$33.1K ﹤0.01%
+36
503
$32.9K ﹤0.01%
140
+33
504
$32.8K ﹤0.01%
+445
505
$32.8K ﹤0.01%
+911
506
$32.7K ﹤0.01%
1,256
-1,019
507
$32.7K ﹤0.01%
317
+145
508
$32.7K ﹤0.01%
+354
509
$32.5K ﹤0.01%
645
+591
510
$32.4K ﹤0.01%
+1,007
511
$32.2K ﹤0.01%
+349
512
$32.2K ﹤0.01%
+128
513
$32.1K ﹤0.01%
1,245
+1,196
514
$32.1K ﹤0.01%
+154
515
$32.1K ﹤0.01%
438
516
$32K ﹤0.01%
+267
517
$32K ﹤0.01%
160
+126
518
$32K ﹤0.01%
+1,212
519
$32K ﹤0.01%
+383
520
$31.9K ﹤0.01%
479
+329
521
$31.8K ﹤0.01%
+773
522
$31.7K ﹤0.01%
+1,988
523
$31.7K ﹤0.01%
861
+761
524
$31.6K ﹤0.01%
681
+642
525
$31.5K ﹤0.01%
+170
19 20
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