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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
76
$1.51M 0.14%
17,940
+70
77
$1.51M 0.14%
22,689
+1,868
78
$1.44M 0.13%
6,870
79
$1.37M 0.12%
5,845
+1,063
80
$1.37M 0.12%
5,064
-45
81
$1.33M 0.12%
3,930
+1,668
82
$1.31M 0.12%
6,961
+2,266
83
$1.26M 0.11%
2,940
+1,132
84
$1.22M 0.11%
3,688
+1,120
85
$1.1M 0.1%
1,308
+189
86
$1.07M 0.1%
1,840
+184
87
$998K 0.09%
21,934
+239
88
$991K 0.09%
4,022
+1,953
89
$957K 0.09%
1,587
-44
90
$918K 0.08%
9,145
-2,526
91
$855K 0.08%
2,966
+1,327
92
$831K 0.07%
8,760
+113
93
$822K 0.07%
2,740
+106
94
$787K 0.07%
10,093
+330
95
$766K 0.07%
2,478
-154
96
$755K 0.07%
6,662
+714
97
$754K 0.07%
2,258
98
$752K 0.07%
1,508
+659
99
$712K 0.06%
3,275
+145
100
$709K 0.06%
2,388
+984
2 3
4
5 6