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SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,223
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.79M
3
+$2.47M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.61M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.56M

Top Sells

1
+$1.95M
2
+$1.91M
3
+$1.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.54M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$851K

Sector Composition

1 Technology 5.66%
2 Consumer Staples 1.57%
3 Consumer Discretionary 1.37%
4 Financials 1.35%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RY icon
576
Royal Bank of Canada
RY
$275B
$38.2K ﹤0.01%
234
PAVE icon
577
Global X US Infrastructure Development ETF
PAVE
$13.7B
$38.2K ﹤0.01%
744
-23
ZION icon
578
Zions Bancorporation
ZION
$9.54B
$38.1K ﹤0.01%
656
SUPN icon
579
Supernus Pharmaceuticals
SUPN
$2.65B
$38.1K ﹤0.01%
755
+257
NMIH icon
580
NMI Holdings
NMIH
$2.78B
$38K ﹤0.01%
1,013
+433
HOPE icon
581
Hope Bancorp
HOPE
$1.63B
$38K ﹤0.01%
3,265
+1,470
LRN icon
582
Stride
LRN
$4.13B
$37.9K ﹤0.01%
423
+114
DTE icon
583
DTE Energy
DTE
$30.4B
$37.9K ﹤0.01%
256
-1
YUM icon
584
Yum! Brands
YUM
$41.8B
$37.8K ﹤0.01%
242
+36
TER icon
585
Teradyne
TER
$57.8B
$37.8K ﹤0.01%
122
AX icon
586
Axos Financial
AX
$5.03B
$37.6K ﹤0.01%
441
TDC icon
587
Teradata
TDC
$3.15B
$37.6K ﹤0.01%
1,474
+277
DASH icon
588
DoorDash
DASH
$67.8B
$37.5K ﹤0.01%
240
+103
CDNS icon
589
Cadence Design Systems
CDNS
$108B
$37.3K ﹤0.01%
134
-7
RVT icon
590
Royce Value Trust
RVT
$2.17B
$37.2K ﹤0.01%
2,204
PECO icon
591
Phillips Edison & Co
PECO
$5.26B
$37.1K ﹤0.01%
989
+38
DFH icon
592
Dream Finders Homes
DFH
$1.36B
$36.9K ﹤0.01%
2,621
+2,346
AXA
593
DELISTED
AXA ADS (1 ORD SHS)
AXA
$36.8K ﹤0.01%
786
+97
HIW icon
594
Highwoods Properties
HIW
$3.29B
$36.8K ﹤0.01%
1,717
+853
FRPT icon
595
Freshpet
FRPT
$2.51B
$36.6K ﹤0.01%
616
+266
WERN icon
596
Werner Enterprises
WERN
$2.61B
$36.6K ﹤0.01%
1,201
+449
TRN icon
597
Trinity Industries
TRN
$2.72B
$36.5K ﹤0.01%
1,107
+653
LIF
598
Life360
LIF
$3.81B
$36.5K ﹤0.01%
+902
CI icon
599
Cigna
CI
$78B
$36.5K ﹤0.01%
135
-4
SCHG icon
600
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$36.3K ﹤0.01%
1,234
22 23
24
25 26