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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
126
$434K 0.04%
2,566
+399
127
$411K 0.04%
4,718
-7
128
$403K 0.04%
809
+192
129
$396K 0.04%
204
-11
130
$394K 0.04%
2,035
+102
131
$392K 0.04%
2,263
+1,463
132
$378K 0.03%
1,249
-6
133
$375K 0.03%
3,773
-35
134
$366K 0.03%
5,383
+1,261
135
$349K 0.03%
8,871
-350
136
$345K 0.03%
1,213
-20
137
$322K 0.03%
845
+2
138
$309K 0.03%
7,086
+1,443
139
$291K 0.03%
+7,493
140
$287K 0.03%
1,340
+271
141
$284K 0.03%
2,782
+1,948
142
$280K 0.03%
600
-30
143
$275K 0.02%
3,000
144
$271K 0.02%
2,377
+368
145
$271K 0.02%
455
+198
146
$262K 0.02%
9,690
+3,593
147
$259K 0.02%
9,789
-873
148
$257K 0.02%
3,384
+76
149
$251K 0.02%
6,826
+1,890
150
$245K 0.02%
2,589
+514
4 5
6
7 8