SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$31.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$20.3K
2
+$10.1K
3
+$1.05K
4
CGC
Canopy Growth
CGC
+$733

Top Sells

1
+$9.68K
2
+$1.75K
3
+$108
4
LCID icon
Lucid Motors
LCID
+$22

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.13%
5,261
77
$1.17M 0.12%
20,879
78
$1.15M 0.12%
17,275
79
$1.11M 0.12%
7,419
80
$1.07M 0.11%
2,995
81
$995K 0.1%
15,870
82
$952K 0.1%
3,151
83
$914K 0.1%
15,550
84
$897K 0.09%
46,699
85
$872K 0.09%
6,012
86
$853K 0.09%
27,507
87
$835K 0.09%
5,519
88
$826K 0.09%
3,888
89
$819K 0.09%
1,881
90
$787K 0.08%
7,426
91
$780K 0.08%
3,986
92
$780K 0.08%
4,270
93
$770K 0.08%
4,491
94
$764K 0.08%
11,044
95
$744K 0.08%
5,251
96
$743K 0.08%
1,468
97
$741K 0.08%
2,115
98
$740K 0.08%
4,387
99
$726K 0.08%
7,495
100
$723K 0.08%
1,434
2 3
4
5 6