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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
1376
$6.66K ﹤0.01%
+37
1377
$6.64K ﹤0.01%
+39
1378
$6.63K ﹤0.01%
+144
1379
$6.63K ﹤0.01%
+342
1380
$6.62K ﹤0.01%
+378
1381
$6.61K ﹤0.01%
+221
1382
$6.51K ﹤0.01%
+87
1383
$6.5K ﹤0.01%
+810
1384
$6.49K ﹤0.01%
366
+333
1385
$6.49K ﹤0.01%
+93
1386
$6.48K ﹤0.01%
+603
1387
$6.46K ﹤0.01%
+343
1388
$6.42K ﹤0.01%
+31
1389
$6.36K ﹤0.01%
+257
1390
$6.34K ﹤0.01%
462
+442
1391
$6.25K ﹤0.01%
+409
1392
$6.21K ﹤0.01%
+24
1393
$6.19K ﹤0.01%
+291
1394
$6.18K ﹤0.01%
+288
1395
$6.16K ﹤0.01%
+157
1396
$6.15K ﹤0.01%
+218
1397
$6.15K ﹤0.01%
+70
1398
$6.15K ﹤0.01%
+214
1399
$6.14K ﹤0.01%
21
1400
$6.09K ﹤0.01%
+363