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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
1651
$2.29K ﹤0.01%
+22
1652
$2.28K ﹤0.01%
+363
1653
$2.25K ﹤0.01%
98
1654
$2.17K ﹤0.01%
+49
1655
$2.14K ﹤0.01%
32
1656
$2.14K ﹤0.01%
150
+146
1657
$2.13K ﹤0.01%
26
1658
$2.1K ﹤0.01%
29
+11
1659
$2.06K ﹤0.01%
+12
1660
$2.03K ﹤0.01%
+182
1661
$2K ﹤0.01%
598
1662
$1.99K ﹤0.01%
162
1663
$1.98K ﹤0.01%
+59
1664
$1.97K ﹤0.01%
42
-114
1665
$1.94K ﹤0.01%
+100
1666
$1.92K ﹤0.01%
+41
1667
$1.9K ﹤0.01%
+101
1668
$1.89K ﹤0.01%
+32
1669
$1.85K ﹤0.01%
76
1670
$1.85K ﹤0.01%
37
1671
$1.81K ﹤0.01%
+9
1672
$1.81K ﹤0.01%
+7
1673
$1.81K ﹤0.01%
+137
1674
$1.8K ﹤0.01%
40
-2
1675
$1.73K ﹤0.01%
+60
65 66
67
68 69