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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
1251
$8.64K ﹤0.01%
+43
1252
$8.63K ﹤0.01%
42
1253
$8.61K ﹤0.01%
+719
1254
$8.6K ﹤0.01%
+393
1255
$8.58K ﹤0.01%
+1,217
1256
$8.54K ﹤0.01%
796
+760
1257
$8.54K ﹤0.01%
+111
1258
$8.53K ﹤0.01%
+175
1259
$8.51K ﹤0.01%
+126
1260
$8.5K ﹤0.01%
+28
1261
$8.5K ﹤0.01%
450
1262
$8.46K ﹤0.01%
233
+227
1263
$8.46K ﹤0.01%
+236
1264
$8.44K ﹤0.01%
+233
1265
$8.44K ﹤0.01%
+102
1266
$8.42K ﹤0.01%
+34
1267
$8.38K ﹤0.01%
+80
1268
$8.37K ﹤0.01%
+288
1269
$8.34K ﹤0.01%
17
+16
1270
$8.3K ﹤0.01%
+334
1271
$8.28K ﹤0.01%
983
+950
1272
$8.26K ﹤0.01%
+91
1273
$8.26K ﹤0.01%
+656
1274
$8.26K ﹤0.01%
151
+129
1275
$8.26K ﹤0.01%
+186
49 50
51
52 53