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
626
$2.7K ﹤0.01%
81
627
$2.63K ﹤0.01%
51
628
$2.48K ﹤0.01%
50
629
$2.47K ﹤0.01%
456
630
$2.44K ﹤0.01%
73
631
$2.44K ﹤0.01%
71
632
$2.43K ﹤0.01%
7
633
$2.36K ﹤0.01%
33
634
$2.29K ﹤0.01%
11
635
$2.28K ﹤0.01%
64
636
$2.28K ﹤0.01%
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637
$2.26K ﹤0.01%
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638
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639
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21
640
$2.14K ﹤0.01%
48
641
$2.11K ﹤0.01%
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642
$2.06K ﹤0.01%
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643
$2.03K ﹤0.01%
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644
$1.98K ﹤0.01%
39
645
$1.94K ﹤0.01%
8
646
$1.93K ﹤0.01%
302
647
$1.89K ﹤0.01%
10
648
$1.88K ﹤0.01%
198
649
$1.88K ﹤0.01%
18
650
$1.88K ﹤0.01%
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