SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$31.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$20.3K
2
+$10.1K
3
+$1.05K
4
CGC
Canopy Growth
CGC
+$733

Top Sells

1
+$9.68K
2
+$1.75K
3
+$108
4
LCID icon
Lucid Motors
LCID
+$22

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$188K 0.02%
2,064
177
$188K 0.02%
699
178
$188K 0.02%
766
179
$184K 0.02%
1,532
180
$183K 0.02%
5,635
181
$181K 0.02%
12,075
182
$178K 0.02%
1,545
183
$176K 0.02%
2,431
184
$176K 0.02%
643
185
$174K 0.02%
6,323
186
$166K 0.02%
9,837
187
$165K 0.02%
5,373
188
$158K 0.02%
935
189
$153K 0.02%
2,520
190
$150K 0.02%
3,865
191
$149K 0.02%
4,296
192
$144K 0.02%
626
193
$144K 0.02%
1,904
194
$143K 0.01%
3,750
195
$143K 0.01%
2,216
196
$141K 0.01%
1,089
197
$139K 0.01%
2,610
198
$139K 0.01%
3,125
199
$138K 0.01%
213
200
$135K 0.01%
325
6 7
8
9 10