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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
151
$239K 0.02%
1,134
-6
152
$234K 0.02%
708
+218
153
$232K 0.02%
648
154
$226K 0.02%
1,039
+494
155
$224K 0.02%
6,020
156
$220K 0.02%
5,081
+42
157
$217K 0.02%
4,876
-2
158
$212K 0.02%
+2,625
159
$211K 0.02%
2,185
+908
160
$211K 0.02%
861
161
$209K 0.02%
4,135
+2,424
162
$209K 0.02%
2,195
-115
163
$204K 0.02%
2,288
+437
164
$204K 0.02%
1,424
+1,056
165
$204K 0.02%
2,542
+741
166
$198K 0.02%
425
+233
167
$198K 0.02%
2,572
-45
168
$192K 0.02%
926
+302
169
$191K 0.02%
1,911
+1,850
170
$187K 0.02%
737
171
$184K 0.02%
+4,300
172
$183K 0.02%
11,322
173
$180K 0.02%
817
+255
174
$179K 0.02%
226
+105
175
$174K 0.02%
+3,655
5 6
7
8 9