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
726
$106 ﹤0.01%
13
727
$96 ﹤0.01%
3
728
$76 ﹤0.01%
32
729
$72 ﹤0.01%
45
730
$70 ﹤0.01%
20
731
$69 ﹤0.01%
7
732
$54 ﹤0.01%
38
733
$53 ﹤0.01%
6
734
$52 ﹤0.01%
11
735
$46 ﹤0.01%
6
736
$37 ﹤0.01%
2
737
$35 ﹤0.01%
1
738
$32 ﹤0.01%
1
739
$27 ﹤0.01%
3
740
$24 ﹤0.01%
4
741
– –
0
742
$21 ﹤0.01%
7
743
$20 ﹤0.01%
25
744
$18 ﹤0.01%
2
745
$13 ﹤0.01%
1
746
$1 ﹤0.01%
8
747
$1 ﹤0.01%
3
748
$0 ﹤0.01%
610
749
$0 ﹤0.01%
56
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30