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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
51
$4.05M 0.36%
13,623
-52
52
$4M 0.36%
42,328
-1,624
53
$3.68M 0.33%
31,650
+6,413
54
$3.59M 0.32%
5,983
-216
55
$3.4M 0.31%
62,126
-866
56
$3.3M 0.3%
75,125
-3,836
57
$3.26M 0.29%
73,432
+6,260
58
$3.21M 0.29%
13,039
+299
59
$3.16M 0.28%
3,740
+144
60
$3.14M 0.28%
14,311
+3,812
61
$3.09M 0.28%
16,480
-323
62
$2.97M 0.27%
25,755
-361
63
$2.93M 0.26%
9,736
-798
64
$2.56M 0.23%
21,792
-1,088
65
$2.5M 0.23%
13,339
+10,624
66
$2.35M 0.21%
16,127
+337
67
$2.25M 0.2%
47,501
+13,747
68
$2.14M 0.19%
40,658
-3,483
69
$1.83M 0.16%
54,132
-3,784
70
$1.81M 0.16%
7,379
+1,321
71
$1.69M 0.15%
2,375
+932
72
$1.68M 0.15%
13,396
-25
73
$1.64M 0.15%
5,289
+384
74
$1.6M 0.14%
17,363
+166
75
$1.57M 0.14%
8,234
-420
1 2
3
4 5