We are live on ! Find out more
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
551
$30K ﹤0.01%
+444
552
$29.7K ﹤0.01%
295
553
$29.7K ﹤0.01%
+209
554
$29.6K ﹤0.01%
989
+496
555
$29.6K ﹤0.01%
300
+219
556
$29.6K ﹤0.01%
2,333
+1,083
557
$29.5K ﹤0.01%
+387
558
$29.5K ﹤0.01%
+1,168
559
$29.4K ﹤0.01%
30
+26
560
$29.3K ﹤0.01%
412
+146
561
$29.3K ﹤0.01%
+555
562
$29.3K ﹤0.01%
860
+812
563
$29.3K ﹤0.01%
3,279
+3,100
564
$29.3K ﹤0.01%
+909
565
$28.8K ﹤0.01%
+485
566
$28.8K ﹤0.01%
425
567
$28.8K ﹤0.01%
482
+396
568
$28.7K ﹤0.01%
728
+677
569
$28.7K ﹤0.01%
+442
570
$28.6K ﹤0.01%
722
+687
571
$28.6K ﹤0.01%
+182
572
$28.5K ﹤0.01%
+367
573
$28.4K ﹤0.01%
+192
574
$28.3K ﹤0.01%
+245
575
$28.3K ﹤0.01%
+705