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
676
$1.07K ﹤0.01%
37
677
$1.05K ﹤0.01%
+25
678
$1.05K ﹤0.01%
179
679
$1.04K ﹤0.01%
35
680
$995 ﹤0.01%
41
681
$990 ﹤0.01%
56
682
$956 ﹤0.01%
18
683
$930 ﹤0.01%
16
684
$921 ﹤0.01%
6
685
$879 ﹤0.01%
237
686
$866 ﹤0.01%
50
687
$865 ﹤0.01%
39
688
$836 ﹤0.01%
11
689
$814 ﹤0.01%
1,040
+936
690
$797 ﹤0.01%
213
691
$752 ﹤0.01%
10
692
$743 ﹤0.01%
17
693
$742 ﹤0.01%
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694
$691 ﹤0.01%
55
695
$673 ﹤0.01%
45
696
$657 ﹤0.01%
43
697
$592 ﹤0.01%
13
698
$568 ﹤0.01%
32
699
$567 ﹤0.01%
15
700
$564 ﹤0.01%
62
26 27
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