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
$1.01B
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Sells

1 +$3.05M
2 +$2.02M
3 +$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$904K

Sector Composition

1 Technology 5.46%
2 Consumer Staples 1.55%
3 Consumer Discretionary 1.06%
4 Financials 0.86%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EXC icon
326
Exelon
EXC
$48.1B
$30K ﹤0.01%
700
PFF icon
327
iShares Preferred and Income Securities ETF
PFF
$14.7B
$29.9K ﹤0.01%
969
TTWO icon
328
Take-Two Interactive
TTWO
$46.3B
$29.9K ﹤0.01%
125
CBRE icon
329
CBRE Group
CBRE
$46.9B
$29.8K ﹤0.01%
209
HRL icon
330
Hormel Foods
HRL
$12.3B
$29.6K ﹤0.01%
961
IVOG icon
331
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.17B
$29.5K ﹤0.01%
257
OXY icon
332
Occidental Petroleum
OXY
$40.3B
$29.2K ﹤0.01%
665
FNDA icon
333
Schwab Fundamental US Small Company Index ETF
FNDA
$9.19B
$29K ﹤0.01%
982
+516
BK icon
334
Bank of New York Mellon
BK
$74.9B
$28.3K ﹤0.01%
307
VONE icon
335
Vanguard Russell 1000 ETF
VONE
$7.1B
$28.2K ﹤0.01%
+100
MNST icon
336
Monster Beverage
MNST
$65.8B
$27.7K ﹤0.01%
+440
IAU icon
337
iShares Gold Trust
IAU
$61.2B
$27.7K ﹤0.01%
438
-58
TLT icon
338
iShares 20+ Year Treasury Bond ETF
TLT
$49.3B
$27.7K ﹤0.01%
316
+16
BX icon
339
Blackstone
BX
$118B
$27.6K ﹤0.01%
180
ZBH icon
340
Zimmer Biomet
ZBH
$19.9B
$27.6K ﹤0.01%
295
RDVY icon
341
First Trust Rising Dividend Achievers ETF
RDVY
$17.3B
$27K ﹤0.01%
425
FTEC icon
342
Fidelity MSCI Information Technology Index ETF
FTEC
$17.4B
$26.9K ﹤0.01%
136
UPS icon
343
United Parcel Service
UPS
$81.7B
$26.7K ﹤0.01%
253
+43
DECK icon
344
Deckers Outdoor
DECK
$12.7B
$26.1K ﹤0.01%
246
NRG icon
345
NRG Energy
NRG
$34.5B
$26K ﹤0.01%
167
EA icon
346
Electronic Arts
EA
$50B
$25.9K ﹤0.01%
165
+68
BR icon
347
Broadridge
BR
$26.1B
$25.5K ﹤0.01%
107
LINE
348
Lineage Inc
LINE
$8.98B
$25.5K ﹤0.01%
582
FTCS icon
349
First Trust Capital Strength ETF
FTCS
$8.33B
$25.3K ﹤0.01%
275
PID icon
350
Invesco International Dividend Achievers ETF
PID
$876M
$25.2K ﹤0.01%
1,212