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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
1201
$9.42K ﹤0.01%
76
+75
1202
$9.41K ﹤0.01%
480
+472
1203
$9.4K ﹤0.01%
+214
1204
$9.4K ﹤0.01%
228
-7
1205
$9.39K ﹤0.01%
656
+437
1206
$9.38K ﹤0.01%
+272
1207
$9.38K ﹤0.01%
+512
1208
$9.37K ﹤0.01%
162
1209
$9.36K ﹤0.01%
+17
1210
$9.31K ﹤0.01%
+199
1211
$9.31K ﹤0.01%
+134
1212
$9.29K ﹤0.01%
+46
1213
$9.28K ﹤0.01%
309
1214
$9.26K ﹤0.01%
+319
1215
$9.25K ﹤0.01%
+254
1216
$9.24K ﹤0.01%
+73
1217
$9.24K ﹤0.01%
+346
1218
$9.22K ﹤0.01%
+88
1219
$9.22K ﹤0.01%
+87
1220
$9.21K ﹤0.01%
+347
1221
$9.14K ﹤0.01%
+56
1222
$9.14K ﹤0.01%
+147
1223
$9.13K ﹤0.01%
896
+878
1224
$9.11K ﹤0.01%
+57
1225
$9.09K ﹤0.01%
+999