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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
1126
$10.6K ﹤0.01%
+41
1127
$10.6K ﹤0.01%
+29
1128
$10.6K ﹤0.01%
338
+285
1129
$10.6K ﹤0.01%
+16
1130
$10.6K ﹤0.01%
+6
1131
$10.5K ﹤0.01%
275
1132
$10.5K ﹤0.01%
425
1133
$10.5K ﹤0.01%
+68
1134
$10.5K ﹤0.01%
+200
1135
$10.5K ﹤0.01%
+82
1136
$10.5K ﹤0.01%
+321
1137
$10.5K ﹤0.01%
+130
1138
$10.4K ﹤0.01%
+194
1139
$10.4K ﹤0.01%
+43
1140
$10.4K ﹤0.01%
+43
1141
$10.4K ﹤0.01%
+182
1142
$10.4K ﹤0.01%
+483
1143
$10.4K ﹤0.01%
+267
1144
$10.4K ﹤0.01%
+33
1145
$10.4K ﹤0.01%
+41
1146
$10.3K ﹤0.01%
224
1147
$10.3K ﹤0.01%
+32
1148
$10.3K ﹤0.01%
+185
1149
$10.3K ﹤0.01%
183
-217
1150
$10.2K ﹤0.01%
+270
44 45
46
47 48