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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
1101
$11.2K ﹤0.01%
144
+58
1102
$11.1K ﹤0.01%
+322
1103
$11.1K ﹤0.01%
+124
1104
$11K ﹤0.01%
100
1105
$11K ﹤0.01%
1,450
1106
$11K ﹤0.01%
+224
1107
$10.9K ﹤0.01%
+830
1108
$10.9K ﹤0.01%
+171
1109
$10.9K ﹤0.01%
+80
1110
$10.9K ﹤0.01%
+296
1111
$10.9K ﹤0.01%
343
1112
$10.8K ﹤0.01%
+201
1113
$10.8K ﹤0.01%
+42
1114
$10.8K ﹤0.01%
+61
1115
$10.8K ﹤0.01%
+477
1116
$10.8K ﹤0.01%
+1,159
1117
$10.8K ﹤0.01%
196
1118
$10.8K ﹤0.01%
+244
1119
$10.8K ﹤0.01%
+20
1120
$10.7K ﹤0.01%
+190
1121
$10.7K ﹤0.01%
177
+27
1122
$10.7K ﹤0.01%
+981
1123
$10.7K ﹤0.01%
+167
1124
$10.7K ﹤0.01%
+298
1125
$10.7K ﹤0.01%
+798
43 44
45
46 47