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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
1776
$246 ﹤0.01%
+2
1777
$230 ﹤0.01%
+15
1778
$202 ﹤0.01%
15
1779
$182 ﹤0.01%
3
1780
$179 ﹤0.01%
3
1781
$167 ﹤0.01%
+35
1782
$152 ﹤0.01%
+2
1783
$149 ﹤0.01%
5
1784
$142 ﹤0.01%
104
1785
$121 ﹤0.01%
+6
1786
$114 ﹤0.01%
+1,833
1787
$110 ﹤0.01%
13
1788
$103 ﹤0.01%
25
1789
$71 ﹤0.01%
+50
1790
$51 ﹤0.01%
6
1791
$38 ﹤0.01%
1
1792
$27 ﹤0.01%
10
1793
$26 ﹤0.01%
1
1794
$23 ﹤0.01%
4
1795
$14 ﹤0.01%
1
1796
$14 ﹤0.01%
+1
1797
– –
-400
1798
– –
-300
1799
– –
-1,000
1800
– –
-8
69 70 71
72
73