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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
526
$31.4K ﹤0.01%
305
+59
527
$31.3K ﹤0.01%
380
+366
528
$31.2K ﹤0.01%
472
+181
529
$31.2K ﹤0.01%
+206
530
$31.2K ﹤0.01%
+187
531
$31.1K ﹤0.01%
1,101
-1,201
532
$31.1K ﹤0.01%
+658
533
$30.9K ﹤0.01%
257
534
$30.8K ﹤0.01%
1,470
+1,417
535
$30.8K ﹤0.01%
+54
536
$30.8K ﹤0.01%
+320
537
$30.8K ﹤0.01%
969
538
$30.7K ﹤0.01%
+346
539
$30.7K ﹤0.01%
485
+314
540
$30.7K ﹤0.01%
116
+51
541
$30.7K ﹤0.01%
+208
542
$30.6K ﹤0.01%
136
543
$30.6K ﹤0.01%
+84
544
$30.5K ﹤0.01%
+1,270
545
$30.5K ﹤0.01%
48
-29
546
$30.3K ﹤0.01%
+209
547
$30.3K ﹤0.01%
+370
548
$30.2K ﹤0.01%
250
-1,007
549
$30.1K ﹤0.01%
+344
550
$30K ﹤0.01%
+265
20 21
22
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