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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
1276
$8.25K ﹤0.01%
+1,326
1277
$8.24K ﹤0.01%
+126
1278
$8.24K ﹤0.01%
+233
1279
$8.21K ﹤0.01%
+23
1280
$8.19K ﹤0.01%
+298
1281
$8.18K ﹤0.01%
+1
1282
$8.17K ﹤0.01%
+52
1283
$8.14K ﹤0.01%
+55
1284
$8.12K ﹤0.01%
+257
1285
$8.12K ﹤0.01%
104
1286
$8.1K ﹤0.01%
100
-25
1287
$8.09K ﹤0.01%
+129
1288
$8.09K ﹤0.01%
241
+229
1289
$8.09K ﹤0.01%
+186
1290
$8.06K ﹤0.01%
64
1291
$8.06K ﹤0.01%
+40
1292
$8.05K ﹤0.01%
+248
1293
$8.05K ﹤0.01%
+213
1294
$8.03K ﹤0.01%
+45
1295
$7.96K ﹤0.01%
320
1296
$7.96K ﹤0.01%
165
+160
1297
$7.92K ﹤0.01%
642
+615
1298
$7.92K ﹤0.01%
150
1299
$7.89K ﹤0.01%
+387
1300
$7.88K ﹤0.01%
+466
50 51
52
53 54