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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
1
$76.1M 6.85%
628,889
-31,137
2
$67.8M 6.1%
635,915
+36,668
3
$63.7M 5.73%
447,274
+7,000
4
$58.6M 5.27%
1,150,038
+133,284
5
$50.9M 4.58%
82,630
-2,861
6
$47.8M 4.3%
522,327
+5,386
7
$40.2M 3.62%
193,529
-2,964
8
$31.9M 2.87%
61,662
+2,959
9
$28.5M 2.56%
42,587
-1,526
10
$28.1M 2.53%
459,967
-14,470
11
$24.2M 2.18%
367,904
-3,650
12
$24.1M 2.17%
481,856
-64,829
13
$22.7M 2.04%
385,731
+12,274
14
$21.9M 1.97%
230,622
-12,234
15
$21.3M 1.91%
199,980
-43,476
16
$19.4M 1.75%
137,092
-1,775
17
$18.8M 1.69%
158,130
+3,868
18
$17.9M 1.61%
185,177
-3,162
19
$17.8M 1.6%
68,983
+7,017
20
$17.8M 1.6%
72,257
+3,147
21
$16.9M 1.52%
210,228
-7,596
22
$14.8M 1.33%
276,093
+17,750
23
$14.6M 1.31%
100,840
+5,527
24
$13.5M 1.22%
103,201
-2,017
25
$13M 1.17%
216,076
+3,386
1
2 3 4 5