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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
926
$15K ﹤0.01%
+666
927
$15K ﹤0.01%
+625
928
$15K ﹤0.01%
1,125
+1,017
929
$14.9K ﹤0.01%
84
+66
930
$14.9K ﹤0.01%
548
931
$14.8K ﹤0.01%
+302
932
$14.8K ﹤0.01%
+64
933
$14.8K ﹤0.01%
432
+372
934
$14.8K ﹤0.01%
1,605
935
$14.7K ﹤0.01%
+268
936
$14.7K ﹤0.01%
971
+853
937
$14.7K ﹤0.01%
+236
938
$14.7K ﹤0.01%
137
+79
939
$14.7K ﹤0.01%
+200
940
$14.5K ﹤0.01%
+464
941
$14.5K ﹤0.01%
+307
942
$14.4K ﹤0.01%
+181
943
$14.4K ﹤0.01%
+346
944
$14.4K ﹤0.01%
+85
945
$14.4K ﹤0.01%
1,608
+1,387
946
$14.3K ﹤0.01%
+161
947
$14.3K ﹤0.01%
+447
948
$14.3K ﹤0.01%
+75
949
$14.3K ﹤0.01%
+840
950
$14.2K ﹤0.01%
137
+107
36 37
38
39 40