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
ECG
501
Everus Construction Group
ECG
$4.64B
$33.1K ﹤0.01%
+414
MPWR icon
502
Monolithic Power Systems
MPWR
$48.1B
$33.1K ﹤0.01%
+36
BR icon
503
Broadridge
BR
$25.7B
$32.9K ﹤0.01%
140
+33
ABCB icon
504
Ameris Bancorp
ABCB
$4.91B
$32.8K ﹤0.01%
+445
RDN icon
505
Radian Group
RDN
$4.6B
$32.8K ﹤0.01%
+911
KHC icon
506
Kraft Heinz
KHC
$29.3B
$32.7K ﹤0.01%
1,256
-1,019
TROW icon
507
T. Rowe Price
TROW
$22.5B
$32.7K ﹤0.01%
317
+145
ACA icon
508
Arcosa
ACA
$5B
$32.7K ﹤0.01%
+354
GIS icon
509
General Mills
GIS
$24.9B
$32.5K ﹤0.01%
645
+591
BOX icon
510
Box
BOX
$4.65B
$32.4K ﹤0.01%
+1,007
EBAY icon
511
eBay
EBAY
$37.2B
$32.2K ﹤0.01%
+349
OSIS icon
512
OSI Systems
OSIS
$4.73B
$32.2K ﹤0.01%
+128
ING icon
513
ING
ING
$72.6B
$32.1K ﹤0.01%
1,245
+1,196
MOG.A icon
514
Moog Inc Class A
MOG.A
$6.49B
$32.1K ﹤0.01%
+154
IAU icon
515
iShares Gold Trust
IAU
$60.9B
$32.1K ﹤0.01%
438
CRH icon
516
CRH
CRH
$79.8B
$32K ﹤0.01%
+267
WAB icon
517
Wabtec
WAB
$35B
$32K ﹤0.01%
160
+126
RF icon
518
Regions Financial
RF
$21.6B
$32K ﹤0.01%
+1,212
MRCY icon
519
Mercury Systems
MRCY
$4.65B
$32K ﹤0.01%
+383
MCHP icon
520
Microchip Technology
MCHP
$33.7B
$31.9K ﹤0.01%
479
+329
LNC icon
521
Lincoln National
LNC
$7.96B
$31.8K ﹤0.01%
+773
CLSK icon
522
CleanSpark
CLSK
$5.09B
$31.7K ﹤0.01%
+1,988
ENPH icon
523
Enphase Energy
ENPH
$3.99B
$31.7K ﹤0.01%
861
+761
RELX icon
524
RELX
RELX
$80.5B
$31.6K ﹤0.01%
681
+642
PI icon
525
Impinj
PI
$6.09B
$31.5K ﹤0.01%
+170