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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
851
$17.2K ﹤0.01%
+653
852
$17.2K ﹤0.01%
+500
853
$17.2K ﹤0.01%
203
+155
854
$17.2K ﹤0.01%
629
+608
855
$17.2K ﹤0.01%
+470
856
$17.1K ﹤0.01%
+3,090
857
$17.1K ﹤0.01%
+78
858
$17K ﹤0.01%
+657
859
$17K ﹤0.01%
+1,316
860
$17K ﹤0.01%
+87
861
$17K ﹤0.01%
+318
862
$17K ﹤0.01%
+354
863
$17K ﹤0.01%
+227
864
$16.9K ﹤0.01%
+453
865
$16.9K ﹤0.01%
1,159
+1,118
866
$16.9K ﹤0.01%
+177
867
$16.9K ﹤0.01%
+172
868
$16.9K ﹤0.01%
+503
869
$16.8K ﹤0.01%
+329
870
$16.8K ﹤0.01%
+810
871
$16.8K ﹤0.01%
649
872
$16.8K ﹤0.01%
271
+177
873
$16.7K ﹤0.01%
+413
874
$16.7K ﹤0.01%
+52
875
$16.7K ﹤0.01%
+134
33 34
35
36 37