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
DECK icon
526
Deckers Outdoor
DECK
$12.1B
$31.4K ﹤0.01%
305
+59
KTB icon
527
Kontoor Brands
KTB
$4.5B
$31.3K ﹤0.01%
380
+366
RIO icon
528
Rio Tinto
RIO
$117B
$31.2K ﹤0.01%
472
+181
CIEN icon
529
Ciena
CIEN
$26.8B
$31.2K ﹤0.01%
+206
RJF icon
530
Raymond James Financial
RJF
$31.4B
$31.2K ﹤0.01%
+187
SCHA icon
531
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$31.1K ﹤0.01%
1,101
-1,201
WAY
532
Waystar Holding Corp
WAY
$6.86B
$31.1K ﹤0.01%
+658
IVOG icon
533
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.16B
$30.9K ﹤0.01%
257
BCS icon
534
Barclays
BCS
$74.7B
$30.8K ﹤0.01%
1,470
+1,417
CVCO icon
535
Cavco Industries
CVCO
$4.19B
$30.8K ﹤0.01%
+54
SIG icon
536
Signet Jewelers
SIG
$4.05B
$30.8K ﹤0.01%
+320
PFF icon
537
iShares Preferred and Income Securities ETF
PFF
$14.5B
$30.8K ﹤0.01%
969
CNR
538
Core Natural Resources Inc
CNR
$4.07B
$30.7K ﹤0.01%
+346
CTVA icon
539
Corteva
CTVA
$41.7B
$30.7K ﹤0.01%
485
+314
CME icon
540
CME Group
CME
$95.7B
$30.7K ﹤0.01%
116
+51
FANG icon
541
Diamondback Energy
FANG
$41.5B
$30.7K ﹤0.01%
+208
FTEC icon
542
Fidelity MSCI Information Technology Index ETF
FTEC
$17.2B
$30.6K ﹤0.01%
136
AON icon
543
Aon
AON
$73.3B
$30.6K ﹤0.01%
+84
MIR icon
544
Mirion Technologies
MIR
$7.18B
$30.5K ﹤0.01%
+1,270
MLM icon
545
Martin Marietta Materials
MLM
$37B
$30.5K ﹤0.01%
48
-29
PLXS icon
546
Plexus
PLXS
$3.78B
$30.3K ﹤0.01%
+209
AIR icon
547
AAR Corp
AIR
$3.33B
$30.3K ﹤0.01%
+370
COKE icon
548
Coca-Cola Consolidated
COKE
$11.1B
$30.2K ﹤0.01%
250
-1,007
NDAQ icon
549
Nasdaq
NDAQ
$48.8B
$30.1K ﹤0.01%
+344
WEC icon
550
WEC Energy
WEC
$36.3B
$30K ﹤0.01%
+265