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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
1026
$12.6K ﹤0.01%
388
+313
1027
$12.6K ﹤0.01%
+96
1028
$12.6K ﹤0.01%
+176
1029
$12.6K ﹤0.01%
+367
1030
$12.6K ﹤0.01%
+579
1031
$12.5K ﹤0.01%
271
1032
$12.5K ﹤0.01%
326
-83
1033
$12.5K ﹤0.01%
729
+706
1034
$12.4K ﹤0.01%
+264
1035
$12.4K ﹤0.01%
+564
1036
$12.3K ﹤0.01%
+506
1037
$12.3K ﹤0.01%
+21
1038
$12.3K ﹤0.01%
+775
1039
$12.3K ﹤0.01%
+249
1040
$12.3K ﹤0.01%
+426
1041
$12.3K ﹤0.01%
+130
1042
$12.3K ﹤0.01%
+265
1043
$12.2K ﹤0.01%
+1,495
1044
$12.2K ﹤0.01%
+72
1045
$12.2K ﹤0.01%
473
+460
1046
$12.2K ﹤0.01%
+145
1047
$12.2K ﹤0.01%
+367
1048
$12.1K ﹤0.01%
+41
1049
$12.1K ﹤0.01%
+380
1050
$12.1K ﹤0.01%
116
+26
40 41
42
43 44