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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
1601
$3.22K ﹤0.01%
+149
1602
$3.21K ﹤0.01%
+62
1603
$3.2K ﹤0.01%
+26
1604
$3.18K ﹤0.01%
+77
1605
$3.17K ﹤0.01%
128
+119
1606
$3.17K ﹤0.01%
+44
1607
$3.16K ﹤0.01%
507
+486
1608
$3.13K ﹤0.01%
+43
1609
$3.12K ﹤0.01%
640
+618
1610
$3.1K ﹤0.01%
48
1611
$3.1K ﹤0.01%
+201
1612
$3.09K ﹤0.01%
+149
1613
$3.02K ﹤0.01%
602
+543
1614
$3K ﹤0.01%
166
+119
1615
$3K ﹤0.01%
+301
1616
$2.98K ﹤0.01%
+30
1617
$2.98K ﹤0.01%
+69
1618
$2.94K ﹤0.01%
50
1619
$2.9K ﹤0.01%
+212
1620
$2.87K ﹤0.01%
64
1621
$2.86K ﹤0.01%
+62
1622
$2.86K ﹤0.01%
+53
1623
$2.82K ﹤0.01%
+242
1624
$2.73K ﹤0.01%
+37
1625
$2.72K ﹤0.01%
90
-125
63 64
65
66 67