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
AXA
476
DELISTED
AXA ADS (1 ORD SHS)
AXA
$35.1K ﹤0.01%
740
+682
FTDR icon
477
Frontdoor
FTDR
$4.84B
$35K ﹤0.01%
+509
ADSK icon
478
Autodesk
ADSK
$64.2B
$34.9K ﹤0.01%
110
+102
EA icon
479
Electronic Arts
EA
$49.9B
$34.9K ﹤0.01%
174
+9
NGG icon
480
National Grid
NGG
$74.7B
$34.9K ﹤0.01%
475
+464
RAL
481
Ralliant Corp
RAL
$4.95B
$34.9K ﹤0.01%
+787
MET icon
482
MetLife
MET
$53.1B
$34.8K ﹤0.01%
422
+206
IDXX icon
483
Idexx Laboratories
IDXX
$50.4B
$34.7K ﹤0.01%
+55
WMB icon
484
Williams Companies
WMB
$70.7B
$34.7K ﹤0.01%
+538
ATR icon
485
AptarGroup
ATR
$7.64B
$34.6K ﹤0.01%
260
+35
AMT icon
486
American Tower
AMT
$83.8B
$34.4K ﹤0.01%
181
+108
BKU icon
487
Bankunited
BKU
$3.02B
$34.4K ﹤0.01%
+897
RY icon
488
Royal Bank of Canada
RY
$207B
$34.4K ﹤0.01%
234
MYRG icon
489
MYR Group
MYRG
$3.38B
$34.3K ﹤0.01%
+172
COIN icon
490
Coinbase
COIN
$88.3B
$34.2K ﹤0.01%
90
+88
TGTX icon
491
TG Therapeutics
TGTX
$5.52B
$33.9K ﹤0.01%
+923
ARWR icon
492
Arrowhead Research
ARWR
$5.86B
$33.8K ﹤0.01%
+937
QRVO icon
493
Qorvo
QRVO
$8.77B
$33.8K ﹤0.01%
+362
JXN icon
494
Jackson Financial
JXN
$7.02B
$33.7K ﹤0.01%
+325
AZO icon
495
AutoZone
AZO
$61.1B
$33.7K ﹤0.01%
+8
SMFG icon
496
Sumitomo Mitsui Financial
SMFG
$104B
$33.7K ﹤0.01%
2,035
+1,955
LHX icon
497
L3Harris
LHX
$54.1B
$33.6K ﹤0.01%
+113
AROC icon
498
Archrock
AROC
$4.43B
$33.6K ﹤0.01%
+1,337
TTE icon
499
TotalEnergies
TTE
$134B
$33.6K ﹤0.01%
562
+518
KRYS icon
500
Krystal Biotech
KRYS
$5.72B
$33.4K ﹤0.01%
+182