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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
626
$25.3K ﹤0.01%
+175
627
$25.3K ﹤0.01%
+244
628
$25.2K ﹤0.01%
+858
629
$25.1K ﹤0.01%
+1,419
630
$24.9K ﹤0.01%
+1,314
631
$24.9K ﹤0.01%
1,162
632
$24.9K ﹤0.01%
+474
633
$24.9K ﹤0.01%
+1,324
634
$24.9K ﹤0.01%
+1,573
635
$24.9K ﹤0.01%
434
636
$24.8K ﹤0.01%
+123
637
$24.8K ﹤0.01%
+600
638
$24.7K ﹤0.01%
+657
639
$24.7K ﹤0.01%
+293
640
$24.6K ﹤0.01%
+621
641
$24.6K ﹤0.01%
+1,680
642
$24.6K ﹤0.01%
+106
643
$24.6K ﹤0.01%
474
644
$24.6K ﹤0.01%
+211
645
$24.5K ﹤0.01%
365
-75
646
$24.5K ﹤0.01%
523
+65
647
$24.4K ﹤0.01%
+368
648
$24.3K ﹤0.01%
349
+275
649
$24.3K ﹤0.01%
+745
650
$24.3K ﹤0.01%
405
+170