We are live on ! Find out more
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
726
$20.9K ﹤0.01%
1,901
+1,799
727
$20.9K ﹤0.01%
+137
728
$20.8K ﹤0.01%
+163
729
$20.8K ﹤0.01%
+29
730
$20.7K ﹤0.01%
235
+60
731
$20.7K ﹤0.01%
+37
732
$20.7K ﹤0.01%
228
733
$20.7K ﹤0.01%
+604
734
$20.6K ﹤0.01%
+44
735
$20.6K ﹤0.01%
267
+217
736
$20.5K ﹤0.01%
+1,132
737
$20.4K ﹤0.01%
+641
738
$20.4K ﹤0.01%
+11
739
$20.3K ﹤0.01%
+1,016
740
$20.3K ﹤0.01%
74
-2
741
$20.3K ﹤0.01%
452
-46
742
$20.3K ﹤0.01%
+1,000
743
$20.3K ﹤0.01%
1,650
744
$20.2K ﹤0.01%
+79
745
$20.2K ﹤0.01%
+232
746
$20.1K ﹤0.01%
241
747
$20.1K ﹤0.01%
+1,300
748
$20.1K ﹤0.01%
+163
749
$20.1K ﹤0.01%
438
-1,050
750
$20.1K ﹤0.01%
727
28 29
30
31 32