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
VIOO icon
401
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.04B
$17.5K ﹤0.01%
168
HPQ icon
402
HP
HPQ
$25.9B
$17.5K ﹤0.01%
676
MGRM
403
DELISTED
Monogram Orthopaedics
MGRM
$17.5K ﹤0.01%
6,000
MET icon
404
MetLife
MET
$52.2B
$17.3K ﹤0.01%
216
XEL icon
405
Xcel Energy
XEL
$47.2B
$17.3K ﹤0.01%
256
EDOG icon
406
ALPS Emerging Sector Dividend Dogs ETF
EDOG
$28.3M
$17.3K ﹤0.01%
770
TROW icon
407
T. Rowe Price
TROW
$22.8B
$17.2K ﹤0.01%
172
DXCM icon
408
DexCom
DXCM
$26.7B
$17.1K ﹤0.01%
204
+160
AWI icon
409
Armstrong World Industries
AWI
$8.28B
$16.9K ﹤0.01%
102
GNTX icon
410
Gentex
GNTX
$5.18B
$16.9K ﹤0.01%
727
SONY icon
411
Sony
SONY
$168B
$16.7K ﹤0.01%
650
+85
AMT icon
412
American Tower
AMT
$84.3B
$16.3K ﹤0.01%
73
FTGC icon
413
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.28B
$16.2K ﹤0.01%
649
DIVO icon
414
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.28B
$16.1K ﹤0.01%
376
GSLC icon
415
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$16.1K ﹤0.01%
132
-118
GPC icon
416
Genuine Parts
GPC
$17.9B
$15.8K ﹤0.01%
124
SAP icon
417
SAP
SAP
$302B
$15.8K ﹤0.01%
53
+13
SPMO icon
418
Invesco S&P 500 Momentum ETF
SPMO
$17.2B
$15.6K ﹤0.01%
+140
BKLN icon
419
Invesco Senior Loan ETF
BKLN
$6.75B
$15.5K ﹤0.01%
740
ETY icon
420
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.47B
$15.5K ﹤0.01%
992
MKC icon
421
McCormick & Company Non-Voting
MKC
$17.2B
$15.3K ﹤0.01%
200
+100
FDX icon
422
FedEx
FDX
$58.9B
$15.3K ﹤0.01%
+64
WPC icon
423
W.P. Carey
WPC
$14.5B
$15.2K ﹤0.01%
241
+95
PCEF icon
424
Invesco CEF Income Composite ETF
PCEF
$844M
$15.2K ﹤0.01%
773
VRNS icon
425
Varonis Systems
VRNS
$3.64B
$15K ﹤0.01%
300