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
TLT icon
576
iShares 20+ Year Treasury Bond ETF
TLT
$44.3B
$28.2K ﹤0.01%
316
FUL icon
577
H.B. Fuller
FUL
$2.74B
$28.2K ﹤0.01%
+476
YUM icon
578
Yum! Brands
YUM
$43.2B
$28.2K ﹤0.01%
187
+163
FMC icon
579
FMC
FMC
$1.74B
$28K ﹤0.01%
+869
DB icon
580
Deutsche Bank
DB
$56.2B
$28K ﹤0.01%
785
+758
SPSC icon
581
SPS Commerce
SPSC
$2.17B
$28K ﹤0.01%
+264
CVSA
582
Covista Inc.
CVSA
$3.69B
$27.9K ﹤0.01%
+188
TNC icon
583
Tennant Co
TNC
$1.16B
$27.9K ﹤0.01%
+337
XHR
584
Xenia Hotels & Resorts
XHR
$1.36B
$27.9K ﹤0.01%
2,085
+1,111
VRSN icon
585
VeriSign
VRSN
$22B
$27.8K ﹤0.01%
102
+54
VSAT icon
586
Viasat
VSAT
$7.08B
$27.8K ﹤0.01%
+868
BTU icon
587
Peabody Energy
BTU
$4.56B
$27.8K ﹤0.01%
+869
DLR icon
588
Digital Realty Trust
DLR
$61.8B
$27.5K ﹤0.01%
+156
MFG icon
589
Mizuho Financial
MFG
$94.9B
$27.5K ﹤0.01%
4,160
+4,010
ALNY icon
590
Alnylam Pharmaceuticals
ALNY
$41.3B
$27.4K ﹤0.01%
+60
SE icon
591
Sea Limited
SE
$47.9B
$27.4K ﹤0.01%
148
+143
LYG icon
592
Lloyds Banking Group
LYG
$74.4B
$27.4K ﹤0.01%
5,959
+5,744
MSGS icon
593
Madison Square Garden
MSGS
$7.53B
$27.3K ﹤0.01%
+118
NWG icon
594
NatWest
NWG
$60.2B
$27.2K ﹤0.01%
1,825
+1,765
DUHP icon
595
Dimensional US High Profitability ETF
DUHP
$10.6B
$27.1K ﹤0.01%
+711
HASI icon
596
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.71B
$27.1K ﹤0.01%
+884
HWKN icon
597
Hawkins
HWKN
$2.82B
$27.1K ﹤0.01%
+148
REGN icon
598
Regeneron Pharmaceuticals
REGN
$78B
$27K ﹤0.01%
+45
WAL icon
599
Western Alliance Bancorporation
WAL
$7.4B
$26.9K ﹤0.01%
+310
EXTR icon
600
Extreme Networks
EXTR
$2.02B
$26.7K ﹤0.01%
+1,315