SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$31.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$20.3K
2
+$10.1K
3
+$1.05K
4
CGC
Canopy Growth
CGC
+$733

Top Sells

1
+$9.68K
2
+$1.75K
3
+$108
4
LCID icon
Lucid Motors
LCID
+$22

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$392K 0.04%
266
127
$385K 0.04%
5,546
128
$383K 0.04%
4,726
129
$383K 0.04%
6,678
130
$381K 0.04%
5,197
131
$369K 0.04%
5,702
132
$361K 0.04%
9,278
133
$360K 0.04%
13,159
134
$357K 0.04%
3,314
135
$335K 0.04%
10,101
136
$327K 0.03%
4,243
137
$325K 0.03%
3,100
138
$315K 0.03%
6,297
139
$314K 0.03%
6,834
140
$314K 0.03%
4,090
141
$313K 0.03%
3,473
142
$308K 0.03%
2,351
143
$307K 0.03%
2,190
144
$304K 0.03%
4,228
145
$302K 0.03%
4,110
146
$301K 0.03%
1,628
147
$299K 0.03%
4,870
148
$293K 0.03%
6,000
149
$287K 0.03%
1,051
150
$283K 0.03%
12,345
4 5
6
7 8