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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
$1.12B
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,223
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.79M
3
+$2.47M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.61M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.56M

Top Sells

1
+$1.95M
2
+$1.91M
3
+$1.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.54M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$851K

Sector Composition

1 Technology 5.66%
2 Consumer Staples 1.57%
3 Consumer Discretionary 1.37%
4 Financials 1.35%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
276
D.R. Horton
DHI
$42.8B
$87.7K 0.01%
628
+230
RITM icon
277
Rithm Capital
RITM
$5.21B
$87.7K 0.01%
9,105
+8,923
NAB
278
DELISTED
NATL AUSTRALIA BK LTD ADS5
NAB
$87.4K 0.01%
5,928
+2,469
FORM icon
279
FormFactor
FORM
$9.4B
$86.4K 0.01%
838
+217
PRIM icon
280
Primoris Services
PRIM
$5.64B
$86.3K 0.01%
584
+252
WELL icon
281
Welltower
WELL
$146B
$84.8K 0.01%
419
MTCH icon
282
Match Group
MTCH
$8.1B
$84.6K 0.01%
2,690
+2,671
ING icon
283
ING
ING
$83.9B
$84.1K 0.01%
3,165
+1,851
MCK icon
284
McKesson
MCK
$94.3B
$84K 0.01%
95
-8
HDV
285
iShares Core High Dividend ETF
HDV
$13.6B
$83.7K 0.01%
3,125
HSY icon
286
Hershey
HSY
$35.7B
$82.9K 0.01%
402
-7
PSX icon
287
Phillips 66
PSX
$71.8B
$82.8K 0.01%
470
OXY icon
288
Occidental Petroleum
OXY
$56.2B
$82.8K 0.01%
1,315
MRSH
289
Marsh
MRSH
$79.7B
$82.4K 0.01%
472
+16
AOM icon
290
iShares Core Moderate Allocation ETF
AOM
$1.75B
$82.1K 0.01%
1,738
-6
FSS icon
291
Federal Signal
FSS
$6.72B
$81.9K 0.01%
750
+354
MFC icon
292
Manulife Financial
MFC
$64.7B
$81.9K 0.01%
2,347
HTRB icon
293
Hartford Total Return Bond ETF
HTRB
$2.23B
$81.8K 0.01%
2,416
-154
ACN icon
294
Accenture
ACN
$107B
$81.5K 0.01%
405
-31
BHP icon
295
BHP
BHP
$215B
$81.5K 0.01%
1,113
-2
NE icon
296
Noble Corp
NE
$7.23B
$81.3K 0.01%
1,631
+320
SNY icon
297
Sanofi
SNY
$107B
$81.3K 0.01%
1,697
+1,075
WAT icon
298
Waters Corp
WAT
$36.4B
$81.2K 0.01%
267
+231
BRBS icon
299
Blue Ridge Bankshares
BRBS
$299M
$80.9K 0.01%
19,634
-1,642
EXC icon
300
Exelon
EXC
$46.4B
$80.7K 0.01%
1,636
+429
10 11
12
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