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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
1151
$10.2K ﹤0.01%
+192
1152
$10.2K ﹤0.01%
+283
1153
$10.2K ﹤0.01%
+101
1154
$10.1K ﹤0.01%
415
+398
1155
$10.1K ﹤0.01%
+776
1156
$10.1K ﹤0.01%
+195
1157
$10.1K ﹤0.01%
+112
1158
$10.1K ﹤0.01%
+88
1159
$10.1K ﹤0.01%
+377
1160
$10K ﹤0.01%
+65
1161
$10K ﹤0.01%
+355
1162
$9.98K ﹤0.01%
+104
1163
$9.95K ﹤0.01%
+49
1164
$9.94K ﹤0.01%
+22
1165
$9.92K ﹤0.01%
+575
1166
$9.89K ﹤0.01%
+31
1167
$9.89K ﹤0.01%
+1,674
1168
$9.89K ﹤0.01%
+32
1169
$9.88K ﹤0.01%
+258
1170
$9.83K ﹤0.01%
+481
1171
$9.82K ﹤0.01%
+15
1172
$9.81K ﹤0.01%
+84
1173
$9.76K ﹤0.01%
97
1174
$9.76K ﹤0.01%
+474
1175
$9.75K ﹤0.01%
+236
45 46
47
48 49