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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
1476
$4.79K ﹤0.01%
126
1477
$4.79K ﹤0.01%
+19
1478
$4.79K ﹤0.01%
68
1479
$4.77K ﹤0.01%
+9
1480
$4.76K ﹤0.01%
+400
1481
$4.75K ﹤0.01%
+289
1482
$4.75K ﹤0.01%
+56
1483
$4.7K ﹤0.01%
25
1484
$4.68K ﹤0.01%
+32
1485
$4.67K ﹤0.01%
+1,138
1486
$4.65K ﹤0.01%
+191
1487
$4.64K ﹤0.01%
+23
1488
$4.64K ﹤0.01%
+60
1489
$4.63K ﹤0.01%
+161
1490
$4.62K ﹤0.01%
+171
1491
$4.6K ﹤0.01%
+144
1492
$4.59K ﹤0.01%
25
+24
1493
$4.57K ﹤0.01%
+108
1494
$4.57K ﹤0.01%
+301
1495
$4.56K ﹤0.01%
40
1496
$4.53K ﹤0.01%
+498
1497
$4.52K ﹤0.01%
+152
1498
$4.5K ﹤0.01%
+109
1499
$4.47K ﹤0.01%
+159
1500
$4.47K ﹤0.01%
+22
58 59
60
61 62