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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
976
$13.7K ﹤0.01%
+637
977
$13.6K ﹤0.01%
+264
978
$13.6K ﹤0.01%
+148
979
$13.6K ﹤0.01%
66
+34
980
– –
0
981
$13.6K ﹤0.01%
+372
982
$13.6K ﹤0.01%
518
+513
983
$13.6K ﹤0.01%
+187
984
$13.6K ﹤0.01%
+394
985
$13.5K ﹤0.01%
+187
986
$13.5K ﹤0.01%
491
987
$13.5K ﹤0.01%
+57
988
$13.5K ﹤0.01%
100
989
$13.5K ﹤0.01%
722
+671
990
$13.4K ﹤0.01%
160
+116
991
$13.4K ﹤0.01%
470
+370
992
$13.4K ﹤0.01%
356
+318
993
$13.4K ﹤0.01%
+1,864
994
$13.4K ﹤0.01%
+49
995
$13.3K ﹤0.01%
+254
996
$13.2K ﹤0.01%
686
997
$13.2K ﹤0.01%
+126
998
$13.2K ﹤0.01%
917
999
$13.2K ﹤0.01%
+831
1000
$13.1K ﹤0.01%
+51
38 39
40
41 42