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
651
$1.87K ﹤0.01%
225
652
$1.79K ﹤0.01%
38
653
$1.78K ﹤0.01%
4
654
$1.77K ﹤0.01%
25
655
$1.76K ﹤0.01%
31
656
$1.75K ﹤0.01%
61
657
$1.71K ﹤0.01%
30
658
$1.65K ﹤0.01%
53
659
$1.62K ﹤0.01%
40
660
$1.6K ﹤0.01%
1,000
661
$1.6K ﹤0.01%
42
662
$1.55K ﹤0.01%
8
663
$1.45K ﹤0.01%
18
664
$1.41K ﹤0.01%
17
665
$1.37K ﹤0.01%
100
666
$1.37K ﹤0.01%
6
667
$1.36K ﹤0.01%
67
668
$1.31K ﹤0.01%
108
669
$1.28K ﹤0.01%
640
670
$1.18K ﹤0.01%
16
671
$1.11K ﹤0.01%
22
672
$1.1K ﹤0.01%
53
673
$1.1K ﹤0.01%
12
674
$1.09K ﹤0.01%
64
675
$1.08K ﹤0.01%
13
25 26
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