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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
1001
$13.1K ﹤0.01%
162
1002
$13.1K ﹤0.01%
+246
1003
$13.1K ﹤0.01%
+277
1004
$13.1K ﹤0.01%
+114
1005
$13.1K ﹤0.01%
+186
1006
$13.1K ﹤0.01%
+355
1007
$13.1K ﹤0.01%
833
+823
1008
$13K ﹤0.01%
372
+349
1009
$13K ﹤0.01%
+318
1010
$13K ﹤0.01%
+339
1011
$13K ﹤0.01%
291
-85
1012
$13K ﹤0.01%
+46
1013
$13K ﹤0.01%
+1,004
1014
$13K ﹤0.01%
+107
1015
$13K ﹤0.01%
+489
1016
$12.9K ﹤0.01%
+77
1017
$12.9K ﹤0.01%
+193
1018
$12.9K ﹤0.01%
70
1019
$12.8K ﹤0.01%
+635
1020
$12.8K ﹤0.01%
+311
1021
$12.8K ﹤0.01%
+166
1022
$12.8K ﹤0.01%
+259
1023
$12.7K ﹤0.01%
+574
1024
$12.7K ﹤0.01%
349
-83
1025
$12.7K ﹤0.01%
164
+158
39 40
41
42 43