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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
201
$121K 0.01%
611
+62
202
$120K 0.01%
320
+148
203
$118K 0.01%
278
+122
204
$118K 0.01%
+910
205
$118K 0.01%
1,324
-37
206
$117K 0.01%
1,150
207
$117K 0.01%
708
+687
208
$116K 0.01%
+1,523
209
$114K 0.01%
+476
210
$114K 0.01%
2,500
+902
211
$110K 0.01%
406
+353
212
$108K 0.01%
1,042
+29
213
$107K 0.01%
3,142
+876
214
$107K 0.01%
3,760
-634
215
$107K 0.01%
290
216
$106K 0.01%
349
-39
217
$104K 0.01%
1,422
+942
218
$103K 0.01%
446
+196
219
$102K 0.01%
221
+142
220
$101K 0.01%
1,124
+39
221
$101K 0.01%
1,032
+361
222
$99.4K 0.01%
1,290
223
$98K 0.01%
+89
224
$98K 0.01%
377
+49
225
$98K 0.01%
717
+59
7 8
9
10 11