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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
651
$24.3K ﹤0.01%
+224
652
$24.2K ﹤0.01%
+431
653
$24.2K ﹤0.01%
+217
654
$24.2K ﹤0.01%
+519
655
$24.2K ﹤0.01%
+181
656
$24.1K ﹤0.01%
582
657
$24.1K ﹤0.01%
932
+928
658
$24K ﹤0.01%
+692
659
$23.9K ﹤0.01%
+314
660
$23.9K ﹤0.01%
+309
661
$23.9K ﹤0.01%
+992
662
$23.9K ﹤0.01%
+1,505
663
$23.7K ﹤0.01%
543
-300
664
$23.7K ﹤0.01%
+310
665
$23.7K ﹤0.01%
+29
666
$23.7K ﹤0.01%
+571
667
$23.6K ﹤0.01%
680
668
$23.6K ﹤0.01%
161
669
$23.6K ﹤0.01%
+241
670
$23.5K ﹤0.01%
+938
671
$23.4K ﹤0.01%
+365
672
$23.3K ﹤0.01%
+694
673
$23.3K ﹤0.01%
580
674
$23.3K ﹤0.01%
+1,951
675
$23.3K ﹤0.01%
+74