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
CTAS icon
451
Cintas
CTAS
$75.4B
$37.3K ﹤0.01%
184
+84
CMI icon
452
Cummins
CMI
$70.4B
$37.2K ﹤0.01%
86
+80
MMSI icon
453
Merit Medical Systems
MMSI
$5.14B
$37.1K ﹤0.01%
+441
VRSK icon
454
Verisk Analytics
VRSK
$30.3B
$37.1K ﹤0.01%
149
+103
RDNT icon
455
RadNet
RDNT
$5.61B
$37K ﹤0.01%
+477
GEHC icon
456
GE HealthCare
GEHC
$38.2B
$36.9K ﹤0.01%
482
+369
UCB
457
United Community Banks
UCB
$3.94B
$36.9K ﹤0.01%
+1,171
SNEX icon
458
StoneX
SNEX
$5.09B
$36.8K ﹤0.01%
+364
PAVE icon
459
Global X US Infrastructure Development ETF
PAVE
$9.96B
$36.8K ﹤0.01%
767
DY icon
460
Dycom Industries
DY
$10B
$36.7K ﹤0.01%
+128
MGRM
461
DELISTED
Monogram Orthopaedics
MGRM
$36.7K ﹤0.01%
6,000
SPMO icon
462
Invesco S&P 500 Momentum ETF
SPMO
$13B
$36.6K ﹤0.01%
305
+165
PPL icon
463
PPL Corp
PPL
$25.3B
$36.6K ﹤0.01%
997
+603
CSW
464
CSW Industrials
CSW
$5.28B
$36.5K ﹤0.01%
+146
NRG icon
465
NRG Energy
NRG
$30.7B
$36.2K ﹤0.01%
218
+51
RBLX icon
466
Roblox
RBLX
$61B
$36.2K ﹤0.01%
+295
IWN icon
467
iShares Russell 2000 Value ETF
IWN
$12.3B
$36.1K ﹤0.01%
201
-8
TFI icon
468
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$36K ﹤0.01%
791
KKR icon
469
KKR & Co
KKR
$122B
$35.9K ﹤0.01%
+281
NAB
470
DELISTED
NATL AUSTRALIA BK LTD ADS5
NAB
$35.9K ﹤0.01%
2,419
+2,330
EOG icon
471
EOG Resources
EOG
$57.5B
$35.8K ﹤0.01%
323
+178
CE icon
472
Celanese
CE
$4.65B
$35.8K ﹤0.01%
+792
SPOT icon
473
Spotify
SPOT
$119B
$35.4K ﹤0.01%
52
+50
SUI icon
474
Sun Communities
SUI
$15.1B
$35.1K ﹤0.01%
270
+80
SSB icon
475
SouthState Bank Corp
SSB
$9.66B
$35.1K ﹤0.01%
353
+28