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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
1176
$9.75K ﹤0.01%
+185
1177
$9.74K ﹤0.01%
+53
1178
$9.74K ﹤0.01%
+354
1179
$9.71K ﹤0.01%
670
+659
1180
$9.7K ﹤0.01%
+700
1181
$9.68K ﹤0.01%
+296
1182
$9.66K ﹤0.01%
+1,154
1183
$9.63K ﹤0.01%
+343
1184
$9.62K ﹤0.01%
+421
1185
$9.6K ﹤0.01%
+65
1186
$9.54K ﹤0.01%
+137
1187
$9.51K ﹤0.01%
745
+642
1188
$9.51K ﹤0.01%
+29
1189
$9.51K ﹤0.01%
+193
1190
$9.51K ﹤0.01%
821
1191
$9.5K ﹤0.01%
+23
1192
$9.5K ﹤0.01%
+80
1193
$9.49K ﹤0.01%
84
+82
1194
$9.49K ﹤0.01%
+367
1195
$9.46K ﹤0.01%
473
+456
1196
$9.44K ﹤0.01%
+154
1197
$9.44K ﹤0.01%
+355
1198
$9.44K ﹤0.01%
+304
1199
$9.43K ﹤0.01%
+262
1200
$9.43K ﹤0.01%
+41