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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
1451
$5.35K ﹤0.01%
+92
1452
$5.34K ﹤0.01%
+169
1453
$5.33K ﹤0.01%
+188
1454
$5.31K ﹤0.01%
+608
1455
$5.28K ﹤0.01%
+68
1456
$5.27K ﹤0.01%
+1,100
1457
$5.26K ﹤0.01%
226
+20
1458
$5.22K ﹤0.01%
118
1459
$5.2K ﹤0.01%
111
+105
1460
$5.19K ﹤0.01%
+624
1461
$5.19K ﹤0.01%
105
1462
$5.12K ﹤0.01%
350
1463
$5.12K ﹤0.01%
112
1464
$5.09K ﹤0.01%
+69
1465
$5.07K ﹤0.01%
+328
1466
$5.04K ﹤0.01%
+215
1467
$5.02K ﹤0.01%
190
+185
1468
$5.01K ﹤0.01%
+307
1469
$5.01K ﹤0.01%
+9
1470
$5K ﹤0.01%
+121
1471
$4.99K ﹤0.01%
+870
1472
$4.92K ﹤0.01%
855
1473
$4.89K ﹤0.01%
+73
1474
$4.86K ﹤0.01%
+62
1475
$4.82K ﹤0.01%
+39
57 58
59
60 61