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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
1551
$3.78K ﹤0.01%
+48
1552
$3.78K ﹤0.01%
+28
1553
$3.77K ﹤0.01%
71
+69
1554
$3.75K ﹤0.01%
81
1555
$3.75K ﹤0.01%
334
+320
1556
$3.74K ﹤0.01%
73
1557
$3.73K ﹤0.01%
225
+216
1558
$3.72K ﹤0.01%
+57
1559
$3.71K ﹤0.01%
+177
1560
$3.71K ﹤0.01%
36
+11
1561
$3.67K ﹤0.01%
+48
1562
$3.67K ﹤0.01%
+98
1563
$3.63K ﹤0.01%
+402
1564
$3.63K ﹤0.01%
+35
1565
$3.62K ﹤0.01%
+44
1566
$3.61K ﹤0.01%
+176
1567
$3.61K ﹤0.01%
+130
1568
$3.61K ﹤0.01%
+88
1569
$3.54K ﹤0.01%
1,209
1570
$3.54K ﹤0.01%
834
1571
$3.53K ﹤0.01%
+10
1572
$3.52K ﹤0.01%
+26
1573
$3.52K ﹤0.01%
456
1574
$3.52K ﹤0.01%
+70
1575
$3.52K ﹤0.01%
23
+21
61 62
63
64 65