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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
1426
$5.8K ﹤0.01%
+35
1427
$5.79K ﹤0.01%
+283
1428
$5.72K ﹤0.01%
+65
1429
$5.71K ﹤0.01%
+134
1430
$5.71K ﹤0.01%
+256
1431
$5.71K ﹤0.01%
108
1432
$5.67K ﹤0.01%
+137
1433
$5.66K ﹤0.01%
+474
1434
$5.65K ﹤0.01%
+90
1435
$5.64K ﹤0.01%
40
1436
$5.59K ﹤0.01%
+129
1437
$5.58K ﹤0.01%
+591
1438
$5.58K ﹤0.01%
706
+694
1439
$5.56K ﹤0.01%
+60
1440
$5.56K ﹤0.01%
+74
1441
$5.52K ﹤0.01%
247
1442
$5.51K ﹤0.01%
115
1443
$5.47K ﹤0.01%
+99
1444
$5.47K ﹤0.01%
+875
1445
$5.47K ﹤0.01%
+28
1446
$5.45K ﹤0.01%
+21
1447
$5.44K ﹤0.01%
+228
1448
$5.43K ﹤0.01%
+547
1449
$5.38K ﹤0.01%
+547
1450
$5.38K ﹤0.01%
+129
56 57
58
59 60