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
776
$19.2K ﹤0.01%
63
+45
777
$19.2K ﹤0.01%
+557
778
$19.1K ﹤0.01%
+95
779
$19K ﹤0.01%
+75
780
$19K ﹤0.01%
+202
781
$19K ﹤0.01%
+1,129
782
$19K ﹤0.01%
+323
783
$18.9K ﹤0.01%
+679
784
$18.9K ﹤0.01%
+83
785
$18.9K ﹤0.01%
196
786
$18.9K ﹤0.01%
154
+104
787
$18.9K ﹤0.01%
+1,015
788
$18.8K ﹤0.01%
+215
789
$18.7K ﹤0.01%
+689
790
$18.7K ﹤0.01%
+859
791
$18.6K ﹤0.01%
+397
792
$18.6K ﹤0.01%
+290
793
$18.6K ﹤0.01%
196
+188
794
$18.6K ﹤0.01%
+92
795
$18.6K ﹤0.01%
+132
796
$18.6K ﹤0.01%
+255
797
$18.6K ﹤0.01%
+600
798
$18.5K ﹤0.01%
1,211
+1,183
799
$18.4K ﹤0.01%
415
800
$18.4K ﹤0.01%
404
-21
30 31
32
33 34