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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
801
$18.3K ﹤0.01%
+467
802
$18.2K ﹤0.01%
272
+68
803
$18.2K ﹤0.01%
500
804
$18.2K ﹤0.01%
159
+42
805
$18.2K ﹤0.01%
+72
806
$18.2K ﹤0.01%
+327
807
$18.2K ﹤0.01%
+636
808
$18.2K ﹤0.01%
962
+930
809
$18.2K ﹤0.01%
1,600
810
$18.2K ﹤0.01%
+19
811
$18.1K ﹤0.01%
761
+384
812
$18.1K ﹤0.01%
+43
813
$18.1K ﹤0.01%
305
+5
814
$18K ﹤0.01%
2,141
+2,095
815
$18K ﹤0.01%
+118
816
$18K ﹤0.01%
+75
817
$17.9K ﹤0.01%
+210
818
$17.9K ﹤0.01%
+577
819
$17.9K ﹤0.01%
+106
820
$17.9K ﹤0.01%
160
-8
821
$17.8K ﹤0.01%
+141
822
$17.8K ﹤0.01%
+444
823
$17.8K ﹤0.01%
+217
824
$17.8K ﹤0.01%
+450
825
$17.8K ﹤0.01%
+122
31 32
33
34 35