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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
1751
$535 ﹤0.01%
10
1752
$531 ﹤0.01%
+15
1753
$510 ﹤0.01%
+9
1754
$503 ﹤0.01%
+1
1755
$496 ﹤0.01%
+13
1756
$481 ﹤0.01%
2
1757
$469 ﹤0.01%
23
+14
1758
$457 ﹤0.01%
+2
1759
$455 ﹤0.01%
3
1760
$453 ﹤0.01%
+1
1761
$433 ﹤0.01%
+13
1762
$411 ﹤0.01%
+7
1763
$406 ﹤0.01%
+71
1764
$403 ﹤0.01%
92
1765
$384 ﹤0.01%
+2
1766
$360 ﹤0.01%
19
-8
1767
$295 ﹤0.01%
+1
1768
$293 ﹤0.01%
+4
1769
$279 ﹤0.01%
+1
1770
$278 ﹤0.01%
+3
1771
$274 ﹤0.01%
8
1772
$265 ﹤0.01%
5
1773
$263 ﹤0.01%
+2
1774
$262 ﹤0.01%
+3
1775
$253 ﹤0.01%
13
69 70
71
72 73