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
876
$16.5K ﹤0.01%
+256
877
$16.4K ﹤0.01%
+227
878
$16.4K ﹤0.01%
170
+70
879
$16.4K ﹤0.01%
+232
880
$16.4K ﹤0.01%
+122
881
$16.4K ﹤0.01%
+687
882
$16.1K ﹤0.01%
+468
883
$16.1K ﹤0.01%
+196
884
$16.1K ﹤0.01%
+167
885
$16.1K ﹤0.01%
+291
886
$16K ﹤0.01%
+1,261
887
$16K ﹤0.01%
+184
888
$16K ﹤0.01%
+2,961
889
$15.9K ﹤0.01%
167
+80
890
$15.9K ﹤0.01%
+62
891
$15.9K ﹤0.01%
183
+86
892
$15.9K ﹤0.01%
+115
893
$15.9K ﹤0.01%
+67
894
$15.9K ﹤0.01%
+286
895
$15.8K ﹤0.01%
+2,295
896
$15.8K ﹤0.01%
213
+171
897
$15.8K ﹤0.01%
+347
898
$15.7K ﹤0.01%
+1,112
899
$15.7K ﹤0.01%
+667
900
$15.7K ﹤0.01%
+283
34 35
36
37 38