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
601
$26.7K ﹤0.01%
+1,114
602
$26.6K ﹤0.01%
446
+371
603
$26.5K ﹤0.01%
+252
604
$26.3K ﹤0.01%
+773
605
$26.2K ﹤0.01%
+145
606
$26.2K ﹤0.01%
+308
607
$26.1K ﹤0.01%
+206
608
$26K ﹤0.01%
1,212
609
$26K ﹤0.01%
+1,068
610
$26K ﹤0.01%
+58
611
$25.9K ﹤0.01%
+423
612
$25.9K ﹤0.01%
243
+234
613
$25.9K ﹤0.01%
120
+93
614
$25.8K ﹤0.01%
+619
615
$25.8K ﹤0.01%
+2,804
616
$25.8K ﹤0.01%
+20
617
$25.8K ﹤0.01%
275
618
$25.7K ﹤0.01%
1,044
+83
619
$25.7K ﹤0.01%
62
+20
620
$25.7K ﹤0.01%
743
+89
621
$25.6K ﹤0.01%
+692
622
$25.6K ﹤0.01%
+1,298
623
$25.5K ﹤0.01%
705
624
$25.4K ﹤0.01%
+315
625
$25.4K ﹤0.01%
760
+495
23 24
25
26 27