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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
1226
$9.08K ﹤0.01%
+66
1227
$9.07K ﹤0.01%
+193
1228
$9.06K ﹤0.01%
+467
1229
$9.06K ﹤0.01%
+90
1230
$9.05K ﹤0.01%
367
-19
1231
$9.02K ﹤0.01%
+679
1232
$8.99K ﹤0.01%
161
+121
1233
$8.97K ﹤0.01%
+240
1234
$8.96K ﹤0.01%
+184
1235
$8.94K ﹤0.01%
+604
1236
$8.93K ﹤0.01%
+91
1237
$8.92K ﹤0.01%
+83
1238
$8.91K ﹤0.01%
+92
1239
$8.88K ﹤0.01%
+604
1240
$8.85K ﹤0.01%
+41
1241
$8.85K ﹤0.01%
316
+306
1242
$8.83K ﹤0.01%
54
+47
1243
$8.79K ﹤0.01%
+305
1244
$8.76K ﹤0.01%
405
1245
$8.73K ﹤0.01%
+1,728
1246
$8.72K ﹤0.01%
+700
1247
$8.7K ﹤0.01%
+74
1248
$8.68K ﹤0.01%
+736
1249
$8.67K ﹤0.01%
51
+50
1250
$8.66K ﹤0.01%
+312
48 49
50
51 52