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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
1326
$7.4K ﹤0.01%
+264
1327
$7.39K ﹤0.01%
+299
1328
$7.38K ﹤0.01%
365
1329
$7.37K ﹤0.01%
+571
1330
$7.34K ﹤0.01%
646
+432
1331
$7.32K ﹤0.01%
+3,958
1332
$7.32K ﹤0.01%
214
+205
1333
$7.3K ﹤0.01%
+45
1334
$7.3K ﹤0.01%
+677
1335
$7.22K ﹤0.01%
+297
1336
$7.21K ﹤0.01%
637
1337
$7.2K ﹤0.01%
+412
1338
$7.19K ﹤0.01%
125
-6
1339
$7.17K ﹤0.01%
292
+168
1340
$7.16K ﹤0.01%
+904
1341
$7.16K ﹤0.01%
+159
1342
$7.12K ﹤0.01%
+71
1343
$7.11K ﹤0.01%
+206
1344
$7.11K ﹤0.01%
1,526
+1,471
1345
$7.08K ﹤0.01%
+234
1346
$7.06K ﹤0.01%
152
1347
$7.03K ﹤0.01%
136
+15
1348
$7.03K ﹤0.01%
190
1349
$7.03K ﹤0.01%
+78
1350
$7.03K ﹤0.01%
+435
52 53
54
55 56