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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
1051
$12.1K ﹤0.01%
+283
1052
$12K ﹤0.01%
+731
1053
$12K ﹤0.01%
+62
1054
$12K ﹤0.01%
+136
1055
$11.9K ﹤0.01%
+28
1056
$11.9K ﹤0.01%
+121
1057
$11.9K ﹤0.01%
+215
1058
$11.9K ﹤0.01%
+240
1059
$11.9K ﹤0.01%
+577
1060
$11.9K ﹤0.01%
+77
1061
$11.8K ﹤0.01%
+432
1062
$11.8K ﹤0.01%
+79
1063
$11.8K ﹤0.01%
+36
1064
$11.8K ﹤0.01%
+453
1065
$11.7K ﹤0.01%
+387
1066
$11.7K ﹤0.01%
+484
1067
$11.7K ﹤0.01%
+130
1068
$11.7K ﹤0.01%
+178
1069
$11.7K ﹤0.01%
+422
1070
$11.6K ﹤0.01%
+1,155
1071
$11.6K ﹤0.01%
+367
1072
$11.6K ﹤0.01%
+58
1073
$11.5K ﹤0.01%
+258
1074
$11.5K ﹤0.01%
+113
1075
$11.5K ﹤0.01%
18
+17