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
576
$28.2K ﹤0.01%
316
577
$28.2K ﹤0.01%
+476
578
$28.2K ﹤0.01%
187
+163
579
$28K ﹤0.01%
+869
580
$28K ﹤0.01%
785
+758
581
$28K ﹤0.01%
+264
582
$27.9K ﹤0.01%
+188
583
$27.9K ﹤0.01%
+337
584
$27.9K ﹤0.01%
2,085
+1,111
585
$27.8K ﹤0.01%
102
+54
586
$27.8K ﹤0.01%
+868
587
$27.8K ﹤0.01%
+869
588
$27.5K ﹤0.01%
+156
589
$27.5K ﹤0.01%
4,160
+4,010
590
$27.4K ﹤0.01%
+60
591
$27.4K ﹤0.01%
148
+143
592
$27.4K ﹤0.01%
5,959
+5,744
593
$27.3K ﹤0.01%
+118
594
$27.2K ﹤0.01%
1,825
+1,765
595
$27.1K ﹤0.01%
+711
596
$27.1K ﹤0.01%
+884
597
$27.1K ﹤0.01%
+148
598
$27K ﹤0.01%
+45
599
$26.9K ﹤0.01%
+310
600
$26.7K ﹤0.01%
+1,315
22 23
24
25 26