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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
1076
$11.4K ﹤0.01%
+677
1077
$11.4K ﹤0.01%
+702
1078
$11.4K ﹤0.01%
+602
1079
$11.4K ﹤0.01%
+1,268
1080
$11.4K ﹤0.01%
+141
1081
$11.4K ﹤0.01%
+688
1082
$11.4K ﹤0.01%
90
1083
$11.4K ﹤0.01%
+420
1084
$11.4K ﹤0.01%
+285
1085
$11.4K ﹤0.01%
+311
1086
$11.4K ﹤0.01%
+79
1087
$11.3K ﹤0.01%
312
1088
$11.3K ﹤0.01%
+699
1089
$11.3K ﹤0.01%
94
-6
1090
$11.3K ﹤0.01%
+119
1091
$11.3K ﹤0.01%
176
1092
$11.3K ﹤0.01%
+454
1093
$11.2K ﹤0.01%
+516
1094
$11.2K ﹤0.01%
+350
1095
$11.2K ﹤0.01%
+556
1096
$11.2K ﹤0.01%
91
+4
1097
$11.2K ﹤0.01%
+1,091
1098
$11.2K ﹤0.01%
+1,142
1099
$11.2K ﹤0.01%
+429
1100
$11.2K ﹤0.01%
+374
42 43
44
45 46