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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
751
$20K ﹤0.01%
40
+39
752
$20K ﹤0.01%
+273
753
$20K ﹤0.01%
40
+38
754
$19.9K ﹤0.01%
+764
755
$19.9K ﹤0.01%
+985
756
$19.9K ﹤0.01%
+131
757
$19.9K ﹤0.01%
+269
758
$19.8K ﹤0.01%
+500
759
$19.8K ﹤0.01%
+1,458
760
$19.8K ﹤0.01%
747
-1,062
761
$19.8K ﹤0.01%
+948
762
$19.7K ﹤0.01%
+386
763
$19.7K ﹤0.01%
+342
764
$19.7K ﹤0.01%
+215
765
$19.7K ﹤0.01%
284
+43
766
$19.6K ﹤0.01%
+151
767
$19.5K ﹤0.01%
+403
768
$19.5K ﹤0.01%
+134
769
$19.4K ﹤0.01%
+1,168
770
$19.4K ﹤0.01%
136
+128
771
$19.4K ﹤0.01%
+686
772
$19.3K ﹤0.01%
+273
773
$19.3K ﹤0.01%
+68
774
$19.3K ﹤0.01%
+260
775
$19.3K ﹤0.01%
869
+766