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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
1301
$7.87K ﹤0.01%
+256
1302
$7.86K ﹤0.01%
+99
1303
$7.85K ﹤0.01%
605
+541
1304
$7.84K ﹤0.01%
+49
1305
$7.81K ﹤0.01%
+186
1306
$7.8K ﹤0.01%
271
+261
1307
$7.78K ﹤0.01%
119
+116
1308
$7.72K ﹤0.01%
+1,039
1309
$7.69K ﹤0.01%
+682
1310
$7.68K ﹤0.01%
+312
1311
$7.66K ﹤0.01%
+152
1312
$7.6K ﹤0.01%
256
+250
1313
$7.57K ﹤0.01%
+205
1314
$7.57K ﹤0.01%
+708
1315
$7.55K ﹤0.01%
+43
1316
$7.55K ﹤0.01%
+90
1317
$7.54K ﹤0.01%
+107
1318
$7.54K ﹤0.01%
+312
1319
$7.52K ﹤0.01%
93
1320
$7.44K ﹤0.01%
+669
1321
$7.42K ﹤0.01%
+245
1322
$7.41K ﹤0.01%
+213
1323
$7.41K ﹤0.01%
+470
1324
$7.41K ﹤0.01%
+179
1325
$7.41K ﹤0.01%
+143
51 52
53
54 55