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
701
$550 ﹤0.01%
109
702
$530 ﹤0.01%
7
703
$495 ﹤0.01%
6
704
$473 ﹤0.01%
60
705
$449 ﹤0.01%
14
706
$337 ﹤0.01%
12
707
$331 ﹤0.01%
10
708
$327 ﹤0.01%
27
709
$327 ﹤0.01%
12
710
$322 ﹤0.01%
9
711
$291 ﹤0.01%
10
712
$274 ﹤0.01%
2
713
$273 ﹤0.01%
29
714
$272 ﹤0.01%
16
715
$245 ﹤0.01%
5
716
$222 ﹤0.01%
76
717
$176 ﹤0.01%
6
718
$157 ﹤0.01%
3
719
$150 ﹤0.01%
2
720
$147 ﹤0.01%
4
721
$144 ﹤0.01%
25
722
$144 ﹤0.01%
6
723
$130 ﹤0.01%
25
724
$121 ﹤0.01%
13
725
$113 ﹤0.01%
5
26 27 28
29
30