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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
826
$17.7K ﹤0.01%
+746
827
$17.7K ﹤0.01%
770
828
$17.7K ﹤0.01%
+660
829
$17.7K ﹤0.01%
73
+60
830
$17.7K ﹤0.01%
+607
831
$17.7K ﹤0.01%
+881
832
$17.6K ﹤0.01%
367
+349
833
$17.6K ﹤0.01%
+884
834
$17.6K ﹤0.01%
22
+21
835
$17.5K ﹤0.01%
293
+286
836
$17.5K ﹤0.01%
101
+48
837
$17.5K ﹤0.01%
438
+422
838
$17.5K ﹤0.01%
68
+38
839
$17.5K ﹤0.01%
+758
840
$17.5K ﹤0.01%
+731
841
$17.4K ﹤0.01%
190
+156
842
$17.4K ﹤0.01%
+381
843
$17.4K ﹤0.01%
111
+98
844
$17.3K ﹤0.01%
+133
845
$17.3K ﹤0.01%
124
846
$17.3K ﹤0.01%
+682
847
$17.3K ﹤0.01%
+389
848
$17.3K ﹤0.01%
+1,019
849
$17.3K ﹤0.01%
+77
850
$17.3K ﹤0.01%
+181
32 33
34
35 36