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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
951
$14.2K ﹤0.01%
+184
952
$14.2K ﹤0.01%
+186
953
$14.2K ﹤0.01%
+153
954
$14.1K ﹤0.01%
+493
955
$14.1K ﹤0.01%
+114
956
$14.1K ﹤0.01%
+1,272
957
$14.1K ﹤0.01%
+298
958
$14K ﹤0.01%
+169
959
$14K ﹤0.01%
+40
960
$14K ﹤0.01%
704
961
$13.9K ﹤0.01%
1,044
962
$13.9K ﹤0.01%
443
-539
963
$13.9K ﹤0.01%
+72
964
$13.9K ﹤0.01%
+72
965
$13.8K ﹤0.01%
+357
966
$13.7K ﹤0.01%
+547
967
$13.7K ﹤0.01%
135
+74
968
$13.7K ﹤0.01%
49
+26
969
$13.7K ﹤0.01%
+242
970
$13.7K ﹤0.01%
68
+42
971
$13.7K ﹤0.01%
1,170
972
$13.7K ﹤0.01%
+193
973
$13.7K ﹤0.01%
+187
974
$13.7K ﹤0.01%
+171
975
$13.7K ﹤0.01%
+421
37 38
39
40 41