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
TLT icon
576
iShares 20+ Year Treasury Bond ETF
TLT
$48.6B
$28.2K ﹤0.01%
316
FUL icon
577
H.B. Fuller
FUL
$3.1B
$28.2K ﹤0.01%
+476
YUM icon
578
Yum! Brands
YUM
$38.4B
$28.2K ﹤0.01%
187
+163
FMC icon
579
FMC
FMC
$1.9B
$28K ﹤0.01%
+869
DB icon
580
Deutsche Bank
DB
$68.9B
$28K ﹤0.01%
785
+758
SPSC icon
581
SPS Commerce
SPSC
$3.1B
$28K ﹤0.01%
+264
ATGE icon
582
Adtalem Global Education
ATGE
$3.56B
$27.9K ﹤0.01%
+188
TNC icon
583
Tennant Co
TNC
$1.48B
$27.9K ﹤0.01%
+337
XHR
584
Xenia Hotels & Resorts
XHR
$1.18B
$27.9K ﹤0.01%
2,085
+1,111
VRSN icon
585
VeriSign
VRSN
$22.2B
$27.8K ﹤0.01%
102
+54
VSAT icon
586
Viasat
VSAT
$5.35B
$27.8K ﹤0.01%
+868
BTU icon
587
Peabody Energy
BTU
$3.33B
$27.8K ﹤0.01%
+869
DLR icon
588
Digital Realty Trust
DLR
$58.5B
$27.5K ﹤0.01%
+156
MFG icon
589
Mizuho Financial
MFG
$83.6B
$27.5K ﹤0.01%
4,160
+4,010
ALNY icon
590
Alnylam Pharmaceuticals
ALNY
$60.2B
$27.4K ﹤0.01%
+60
SE icon
591
Sea Limited
SE
$92.5B
$27.4K ﹤0.01%
148
+143
LYG icon
592
Lloyds Banking Group
LYG
$69.5B
$27.4K ﹤0.01%
5,959
+5,744
MSGS icon
593
Madison Square Garden
MSGS
$5.15B
$27.3K ﹤0.01%
+118
NWG icon
594
NatWest
NWG
$62B
$27.2K ﹤0.01%
1,825
+1,765
DUHP icon
595
Dimensional US High Profitability ETF
DUHP
$9.71B
$27.1K ﹤0.01%
+711
HASI icon
596
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.45B
$27.1K ﹤0.01%
+884
HWKN icon
597
Hawkins
HWKN
$2.96B
$27.1K ﹤0.01%
+148
REGN icon
598
Regeneron Pharmaceuticals
REGN
$68.5B
$27K ﹤0.01%
+45
WAL icon
599
Western Alliance Bancorporation
WAL
$8.52B
$26.9K ﹤0.01%
+310
EXTR icon
600
Extreme Networks
EXTR
$2.54B
$26.7K ﹤0.01%
+1,315