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
$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 +$3.91M
3 +$2.6M
4
NVDA icon
NVIDIA
NVDA
+$1.99M
5
AAPL icon
Apple
AAPL
+$1.81M

Top Sells

1 +$4.62M
2 +$3.77M
3 +$3.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M

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
TGT icon
301
Target
TGT
$44B
$69.5K 0.01%
781
+303
EMR icon
302
Emerson Electric
EMR
$76.8B
$69.1K 0.01%
513
+165
GD icon
303
General Dynamics
GD
$91.2B
$68K 0.01%
198
+77
GTES icon
304
Gates Industrial
GTES
$5.66B
$67.5K 0.01%
+2,624
SMH icon
305
VanEck Semiconductor ETF
SMH
$36.3B
$67.3K 0.01%
200
-300
HSY icon
306
Hershey
HSY
$36.9B
$67.1K 0.01%
344
+48
CRWD icon
307
CrowdStrike
CRWD
$127B
$67.1K 0.01%
+137
COHR icon
308
Coherent
COHR
$28B
$66.8K 0.01%
588
-155
NXPI icon
309
NXP Semiconductors
NXPI
$57.4B
$66.6K 0.01%
291
+159
ICE icon
310
Intercontinental Exchange
ICE
$93.1B
$66.3K 0.01%
+408
AZN icon
311
AstraZeneca
AZN
$279B
$65.3K 0.01%
766
+694
PLD icon
312
Prologis
PLD
$121B
$65.2K 0.01%
557
+505
MCK icon
313
McKesson
MCK
$100B
$64.9K 0.01%
88
+58
RPV icon
314
Invesco S&P 500 Pure Value ETF
RPV
$1.46B
$64.9K 0.01%
646
PKW icon
315
Invesco BuyBack Achievers ETF
PKW
$1.55B
$64.6K 0.01%
484
TRV icon
316
Travelers Companies
TRV
$63.6B
$64K 0.01%
225
+149
APH icon
317
Amphenol
APH
$158B
$63.9K 0.01%
523
+411
TM icon
318
Toyota
TM
$271B
$63.4K 0.01%
326
+314
EXC icon
319
Exelon
EXC
$43.9B
$63.1K 0.01%
1,391
+691
ANET icon
320
Arista Networks
ANET
$157B
$63K 0.01%
+433
PDP icon
321
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$63K 0.01%
528
GM icon
322
General Motors
GM
$75.5B
$62.7K 0.01%
1,043
+400
PSX icon
323
Phillips 66
PSX
$57B
$62.6K 0.01%
471
+282
ENB icon
324
Enbridge
ENB
$104B
$62.4K 0.01%
1,247
+475
COP icon
325
ConocoPhillips
COP
$118B
$62.2K 0.01%
661
+246