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
601
$3.76K ﹤0.01%
250
602
$3.7K ﹤0.01%
234
603
$3.62K ﹤0.01%
152
604
$3.59K ﹤0.01%
165
605
$3.46K ﹤0.01%
26
606
$3.43K ﹤0.01%
120
607
$3.4K ﹤0.01%
103
608
$3.39K ﹤0.01%
91
609
$3.32K ﹤0.01%
193
610
$3.27K ﹤0.01%
200
611
$3.2K ﹤0.01%
1,209
612
$3.12K ﹤0.01%
74
613
$3.11K ﹤0.01%
167
614
$3.06K ﹤0.01%
48
615
$3K ﹤0.01%
33
616
$2.98K ﹤0.01%
13
617
$2.97K ﹤0.01%
144
618
$2.96K ﹤0.01%
32
619
$2.83K ﹤0.01%
1,500
620
$2.82K ﹤0.01%
262
621
$2.81K ﹤0.01%
100
622
$2.78K ﹤0.01%
103
-65
623
$2.77K ﹤0.01%
50
624
$2.74K ﹤0.01%
58
625
$2.72K ﹤0.01%
100
23 24
25
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