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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
1726
$998 ﹤0.01%
+18
1727
$978 ﹤0.01%
+16
1728
$935 ﹤0.01%
109
1729
$916 ﹤0.01%
+166
1730
$908 ﹤0.01%
+242
1731
$857 ﹤0.01%
+27
1732
$848 ﹤0.01%
+11
1733
$836 ﹤0.01%
+8
1734
$798 ﹤0.01%
28
1735
$793 ﹤0.01%
17
1736
$767 ﹤0.01%
+29
1737
$766 ﹤0.01%
174
+134
1738
$756 ﹤0.01%
32
1739
$751 ﹤0.01%
+83
1740
$750 ﹤0.01%
27
1741
$748 ﹤0.01%
+62
1742
$735 ﹤0.01%
32
1743
$688 ﹤0.01%
2
1744
$663 ﹤0.01%
+95
1745
$660 ﹤0.01%
31
1746
$650 ﹤0.01%
+17
1747
$630 ﹤0.01%
+33
1748
$571 ﹤0.01%
6
1749
$550 ﹤0.01%
+4
1750
$542 ﹤0.01%
+5
68 69
70
71 72