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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
1351
$7.02K ﹤0.01%
+115
1352
$7K ﹤0.01%
+92
1353
$6.99K ﹤0.01%
352
1354
$6.99K ﹤0.01%
1,134
+1,111
1355
$6.92K ﹤0.01%
+13
1356
$6.92K ﹤0.01%
+362
1357
$6.91K ﹤0.01%
+587
1358
$6.9K ﹤0.01%
+30
1359
$6.9K ﹤0.01%
+102
1360
$6.9K ﹤0.01%
+109
1361
$6.89K ﹤0.01%
100
-100
1362
$6.89K ﹤0.01%
+101
1363
$6.89K ﹤0.01%
+1,273
1364
$6.87K ﹤0.01%
+56
1365
$6.87K ﹤0.01%
+222
1366
$6.87K ﹤0.01%
+201
1367
$6.86K ﹤0.01%
+1,028
1368
$6.84K ﹤0.01%
139
-61
1369
$6.84K ﹤0.01%
+332
1370
$6.83K ﹤0.01%
+142
1371
$6.8K ﹤0.01%
+545
1372
$6.79K ﹤0.01%
+178
1373
$6.79K ﹤0.01%
+167
1374
$6.7K ﹤0.01%
13
+12
1375
$6.66K ﹤0.01%
73
53 54
55
56 57