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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
1676
$1.73K ﹤0.01%
19
1677
$1.71K ﹤0.01%
+48
1678
$1.7K ﹤0.01%
+3
1679
$1.67K ﹤0.01%
+52
1680
$1.65K ﹤0.01%
640
1681
$1.62K ﹤0.01%
202
1682
$1.6K ﹤0.01%
37
1683
$1.6K ﹤0.01%
+5
1684
$1.6K ﹤0.01%
64
1685
$1.59K ﹤0.01%
25
1686
$1.55K ﹤0.01%
+120
1687
$1.54K ﹤0.01%
+49
1688
$1.54K ﹤0.01%
+20
1689
$1.52K ﹤0.01%
+10
1690
$1.51K ﹤0.01%
+64
1691
$1.5K ﹤0.01%
7
+1
1692
$1.49K ﹤0.01%
+10
1693
$1.48K ﹤0.01%
951
-25
1694
$1.47K ﹤0.01%
+33
1695
$1.46K ﹤0.01%
+82
1696
$1.44K ﹤0.01%
67
1697
$1.43K ﹤0.01%
+56
1698
$1.4K ﹤0.01%
+11
1699
$1.35K ﹤0.01%
290
1700
$1.33K ﹤0.01%
29
-1
66 67
68
69 70