SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
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 +$3.92M
3 +$2.47M
4
NVDA icon
NVIDIA
NVDA
+$1.85M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1 +$4.55M
2 +$3.58M
3 +$3.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.11M

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
$4.85B
$35K ﹤0.01%
+509
ADSK icon
478
Autodesk
ADSK
$51.6B
$34.9K ﹤0.01%
110
+102
EA icon
479
Electronic Arts
EA
$50.6B
$34.9K ﹤0.01%
174
+9
NGG icon
480
National Grid
NGG
$88B
$34.9K ﹤0.01%
482
+471
RAL
481
Ralliant Corp
RAL
$5.11B
$34.9K ﹤0.01%
+787
MET icon
482
MetLife
MET
$51.8B
$34.8K ﹤0.01%
422
+206
IDXX icon
483
Idexx Laboratories
IDXX
$45.1B
$34.7K ﹤0.01%
+55
WMB icon
484
Williams Companies
WMB
$92.4B
$34.7K ﹤0.01%
+538
ATR icon
485
AptarGroup
ATR
$7.59B
$34.6K ﹤0.01%
260
+35
AMT icon
486
American Tower
AMT
$84.6B
$34.4K ﹤0.01%
181
+108
BKU icon
487
Bankunited
BKU
$3.42B
$34.4K ﹤0.01%
+897
RY icon
488
Royal Bank of Canada
RY
$250B
$34.4K ﹤0.01%
234
MYRG icon
489
MYR Group
MYRG
$6.75B
$34.3K ﹤0.01%
+172
COIN icon
490
Coinbase
COIN
$50.5B
$34.2K ﹤0.01%
90
+88
TGTX icon
491
TG Therapeutics
TGTX
$5.41B
$33.9K ﹤0.01%
+923
ARWR icon
492
Arrowhead Research
ARWR
$10.5B
$33.8K ﹤0.01%
+937
QRVO icon
493
Qorvo
QRVO
$8.67B
$33.8K ﹤0.01%
+362
JXN icon
494
Jackson Financial
JXN
$8.04B
$33.7K ﹤0.01%
+325
AZO icon
495
AutoZone
AZO
$59.2B
$33.7K ﹤0.01%
+8
SMFG icon
496
Sumitomo Mitsui Financial
SMFG
$135B
$33.7K ﹤0.01%
2,035
+1,955
LHX icon
497
L3Harris
LHX
$58.4B
$33.6K ﹤0.01%
+113
AROC icon
498
Archrock
AROC
$6.84B
$33.6K ﹤0.01%
+1,337
TTE icon
499
TotalEnergies
TTE
$207B
$33.6K ﹤0.01%
562
+518
KRYS icon
500
Krystal Biotech
KRYS
$7.83B
$33.4K ﹤0.01%
+182