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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
1401
$6.08K ﹤0.01%
+23
1402
$6.07K ﹤0.01%
1,239
+1,172
1403
$6.06K ﹤0.01%
76
1404
$6.06K ﹤0.01%
+94
1405
$6.04K ﹤0.01%
+46
1406
$6.04K ﹤0.01%
+47
1407
$6.02K ﹤0.01%
+40
1408
$6.01K ﹤0.01%
+71
1409
$6K ﹤0.01%
+772
1410
$5.98K ﹤0.01%
+71
1411
$5.97K ﹤0.01%
64
-11
1412
$5.97K ﹤0.01%
68
+66
1413
$5.95K ﹤0.01%
127
-1
1414
$5.95K ﹤0.01%
+31
1415
$5.93K ﹤0.01%
182
+179
1416
$5.93K ﹤0.01%
+263
1417
$5.9K ﹤0.01%
1,011
+1,000
1418
$5.9K ﹤0.01%
+845
1419
$5.88K ﹤0.01%
+1,058
1420
$5.87K ﹤0.01%
+46
1421
$5.87K ﹤0.01%
246
+232
1422
$5.85K ﹤0.01%
+965
1423
$5.84K ﹤0.01%
+35
1424
$5.82K ﹤0.01%
+160
1425
$5.8K ﹤0.01%
+212
55 56
57
58 59