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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
701
$22.2K ﹤0.01%
263
+154
702
$22.1K ﹤0.01%
+779
703
$22K ﹤0.01%
+421
704
$21.9K ﹤0.01%
+577
705
$21.9K ﹤0.01%
+1,278
706
$21.8K ﹤0.01%
+729
707
$21.8K ﹤0.01%
+414
708
$21.7K ﹤0.01%
1,135
+1,080
709
$21.7K ﹤0.01%
+130
710
$21.7K ﹤0.01%
+359
711
$21.6K ﹤0.01%
+252
712
$21.6K ﹤0.01%
+297
713
$21.5K ﹤0.01%
1,910
714
$21.5K ﹤0.01%
1,557
+1,504
715
$21.4K ﹤0.01%
+184
716
$21.4K ﹤0.01%
+175
717
$21.3K ﹤0.01%
+883
718
$21.2K ﹤0.01%
+454
719
$21.2K ﹤0.01%
+525
720
$21.2K ﹤0.01%
+150
721
$21.2K ﹤0.01%
144
722
$21.1K ﹤0.01%
+99
723
$21.1K ﹤0.01%
12
724
$21K ﹤0.01%
+269
725
$21K ﹤0.01%
+132
27 28
29
30 31