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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
101
$697K 0.06%
46,950
+251
102
$624K 0.06%
17,495
+570
103
$618K 0.06%
5,360
+1,410
104
$601K 0.05%
4,462
+1,087
105
$586K 0.05%
1,078
+151
106
$585K 0.05%
21,353
-21
107
$580K 0.05%
2,725
+5
108
$574K 0.05%
4,040
+530
109
$571K 0.05%
8,173
+130
110
$555K 0.05%
3,644
+1,040
111
$550K 0.05%
1,393
+357
112
$550K 0.05%
4,452
+203
113
$550K 0.05%
3,579
+687
114
$536K 0.05%
11,447
115
$533K 0.05%
6,605
+1,809
116
$527K 0.05%
5,425
-60
117
$521K 0.05%
3,976
+5
118
$510K 0.05%
557
+106
119
$502K 0.05%
4,552
-2,040
120
$497K 0.04%
4,417
+678
121
$491K 0.04%
3,351
-1,620
122
$484K 0.04%
1,343
+139
123
$473K 0.04%
7,546
+49
124
$465K 0.04%
1,329
+468
125
$450K 0.04%
2,701
+479
3 4
5
6 7