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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
1626
$2.72K ﹤0.01%
118
-250
1627
$2.69K ﹤0.01%
32
1628
$2.64K ﹤0.01%
+50
1629
$2.62K ﹤0.01%
+89
1630
$2.61K ﹤0.01%
+189
1631
$2.6K ﹤0.01%
+25
1632
$2.58K ﹤0.01%
16
-300
1633
$2.57K ﹤0.01%
+103
1634
$2.56K ﹤0.01%
+152
1635
$2.52K ﹤0.01%
+65
1636
$2.5K ﹤0.01%
+93
1637
$2.5K ﹤0.01%
74
1638
$2.48K ﹤0.01%
+94
1639
$2.47K ﹤0.01%
181
+104
1640
$2.46K ﹤0.01%
+141
1641
$2.45K ﹤0.01%
+29
1642
$2.43K ﹤0.01%
+288
1643
$2.41K ﹤0.01%
57
1644
$2.4K ﹤0.01%
+88
1645
$2.4K ﹤0.01%
+29
1646
$2.38K ﹤0.01%
19
+17
1647
$2.37K ﹤0.01%
+78
1648
$2.36K ﹤0.01%
12
1649
$2.33K ﹤0.01%
24
1650
$2.33K ﹤0.01%
+82
64 65
66
67 68