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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
676
$23.2K ﹤0.01%
+281
677
$23.2K ﹤0.01%
+261
678
$23.2K ﹤0.01%
+394
679
$23.1K ﹤0.01%
+590
680
$23.1K ﹤0.01%
1,260
+1,233
681
$23.1K ﹤0.01%
+447
682
$23.1K ﹤0.01%
1,430
+1,180
683
$23K ﹤0.01%
+332
684
$22.9K ﹤0.01%
+237
685
$22.9K ﹤0.01%
938
+302
686
$22.9K ﹤0.01%
+636
687
$22.9K ﹤0.01%
858
+182
688
$22.8K ﹤0.01%
400
689
$22.8K ﹤0.01%
+703
690
$22.7K ﹤0.01%
+292
691
$22.6K ﹤0.01%
+183
692
$22.6K ﹤0.01%
1,120
693
$22.6K ﹤0.01%
+347
694
$22.5K ﹤0.01%
+464
695
$22.5K ﹤0.01%
+222
696
$22.5K ﹤0.01%
+224
697
$22.4K ﹤0.01%
238
-10
698
$22.3K ﹤0.01%
+374
699
$22.2K ﹤0.01%
294
+128
700
$22.2K ﹤0.01%
+64
26 27
28
29 30