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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
1501
$4.46K ﹤0.01%
+55
1502
$4.46K ﹤0.01%
+529
1503
$4.43K ﹤0.01%
+128
1504
$4.41K ﹤0.01%
+238
1505
$4.4K ﹤0.01%
18
-46
1506
$4.4K ﹤0.01%
+242
1507
$4.37K ﹤0.01%
+111
1508
$4.37K ﹤0.01%
+57
1509
$4.35K ﹤0.01%
1,007
1510
$4.35K ﹤0.01%
2
1511
$4.34K ﹤0.01%
+497
1512
$4.34K ﹤0.01%
+254
1513
$4.32K ﹤0.01%
+43
1514
$4.32K ﹤0.01%
+220
1515
$4.31K ﹤0.01%
+53
1516
$4.31K ﹤0.01%
+892
1517
$4.29K ﹤0.01%
95
-2
1518
$4.28K ﹤0.01%
1,012
1519
$4.28K ﹤0.01%
45
1520
$4.27K ﹤0.01%
+135
1521
$4.27K ﹤0.01%
+541
1522
$4.22K ﹤0.01%
39
+37
1523
$4.22K ﹤0.01%
73
-3
1524
$4.21K ﹤0.01%
91
-109
1525
$4.21K ﹤0.01%
+50
59 60
61
62 63