We are live on ! Find out more
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
1526
$4.2K ﹤0.01%
+65
1527
$4.2K ﹤0.01%
+153
1528
$4.2K ﹤0.01%
+32
1529
$4.2K ﹤0.01%
+33
1530
$4.19K ﹤0.01%
+13
1531
$4.18K ﹤0.01%
+35
1532
$4.18K ﹤0.01%
+76
1533
$4.17K ﹤0.01%
+133
1534
$4.16K ﹤0.01%
+84
1535
$4.15K ﹤0.01%
+15
1536
$4.14K ﹤0.01%
+77
1537
$4.12K ﹤0.01%
98
1538
$4.12K ﹤0.01%
154
+149
1539
$4.1K ﹤0.01%
+287
1540
$4.09K ﹤0.01%
+79
1541
$4.06K ﹤0.01%
163
+160
1542
$3.98K ﹤0.01%
100
1543
$3.98K ﹤0.01%
+14
1544
$3.94K ﹤0.01%
166
-328
1545
$3.93K ﹤0.01%
+318
1546
$3.92K ﹤0.01%
+76
1547
$3.87K ﹤0.01%
+753
1548
$3.85K ﹤0.01%
+120
1549
$3.84K ﹤0.01%
138
+84
1550
$3.81K ﹤0.01%
+24
60 61
62
63 64