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
1576
$3.49K ﹤0.01%
+100
1577
$3.48K ﹤0.01%
+239
1578
$3.46K ﹤0.01%
+65
1579
$3.45K ﹤0.01%
+18
1580
$3.44K ﹤0.01%
+273
1581
$3.42K ﹤0.01%
+139
1582
$3.41K ﹤0.01%
+124
1583
$3.41K ﹤0.01%
58
1584
$3.38K ﹤0.01%
+177
1585
$3.37K ﹤0.01%
+9
1586
$3.36K ﹤0.01%
+151
1587
$3.35K ﹤0.01%
+17
1588
$3.33K ﹤0.01%
+93
1589
$3.32K ﹤0.01%
+62
1590
$3.32K ﹤0.01%
24
-102
1591
$3.31K ﹤0.01%
+43
1592
$3.31K ﹤0.01%
+171
1593
$3.3K ﹤0.01%
+21
1594
$3.3K ﹤0.01%
+114
1595
$3.28K ﹤0.01%
+195
1596
$3.27K ﹤0.01%
66
-56
1597
$3.26K ﹤0.01%
+30
1598
$3.25K ﹤0.01%
+73
1599
$3.24K ﹤0.01%
205
-10
1600
$3.24K ﹤0.01%
+124
62 63
64
65 66