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
1701
$1.33K ﹤0.01%
12
1702
$1.33K ﹤0.01%
+30
1703
$1.25K ﹤0.01%
50
1704
$1.25K ﹤0.01%
+77
1705
$1.23K ﹤0.01%
+7
1706
$1.23K ﹤0.01%
44
1707
$1.22K ﹤0.01%
+14
1708
$1.2K ﹤0.01%
+12
1709
$1.19K ﹤0.01%
+6
1710
$1.16K ﹤0.01%
+261
1711
$1.15K ﹤0.01%
68
+61
1712
$1.11K ﹤0.01%
+279
1713
$1.1K ﹤0.01%
16
1714
$1.09K ﹤0.01%
112
1715
$1.09K ﹤0.01%
+68
1716
$1.09K ﹤0.01%
+30
1717
$1.08K ﹤0.01%
+6
1718
$1.05K ﹤0.01%
+45
1719
$1.04K ﹤0.01%
+11
1720
$1.04K ﹤0.01%
+27
1721
$1.03K ﹤0.01%
+38
1722
$1.03K ﹤0.01%
+6
1723
$1.01K ﹤0.01%
+49
1724
$1.01K ﹤0.01%
78
+73
1725
$1K ﹤0.01%
+5
67 68
69
70 71