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
AZZ icon
651
AZZ Inc
AZZ
$3B
$24.3K ﹤0.01%
+224
OMF icon
652
OneMain Financial
OMF
$7.04B
$24.2K ﹤0.01%
+431
NSIT icon
653
Insight Enterprises
NSIT
$3.1B
$24.2K ﹤0.01%
+217
ABM icon
654
ABM Industries
ABM
$2.63B
$24.2K ﹤0.01%
+519
HIG icon
655
Hartford Financial Services
HIG
$34.7B
$24.2K ﹤0.01%
+181
LINE
656
Lineage Inc
LINE
$9.01B
$24.1K ﹤0.01%
582
ADNT icon
657
Adient
ADNT
$1.88B
$24.1K ﹤0.01%
932
+928
TPH icon
658
Tri Pointe Homes
TPH
$2.74B
$24K ﹤0.01%
+692
TBBK icon
659
The Bancorp
TBBK
$2.91B
$23.9K ﹤0.01%
+314
GRBK icon
660
Green Brick Partners
GRBK
$2.82B
$23.9K ﹤0.01%
+309
KN icon
661
Knowles
KN
$2.01B
$23.9K ﹤0.01%
+992
CWK icon
662
Cushman & Wakefield
CWK
$3.64B
$23.9K ﹤0.01%
+1,505
FNDF icon
663
Schwab Fundamental International Large Company Index ETF
FNDF
$18.5B
$23.7K ﹤0.01%
543
-300
INSP icon
664
Inspire Medical Systems
INSP
$2.13B
$23.7K ﹤0.01%
+310
FIX icon
665
Comfort Systems
FIX
$34.1B
$23.7K ﹤0.01%
+29
NBTB icon
666
NBT Bancorp
NBTB
$2.12B
$23.7K ﹤0.01%
+571
CGGO icon
667
Capital Group Global Growth Equity ETF
CGGO
$7.48B
$23.6K ﹤0.01%
680
ESGU icon
668
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$23.6K ﹤0.01%
161
NVT icon
669
nVent Electric
NVT
$18.4B
$23.6K ﹤0.01%
+241
NOG icon
670
Northern Oil and Gas
NOG
$2.16B
$23.5K ﹤0.01%
+938
HCC icon
671
Warrior Met Coal
HCC
$3.57B
$23.4K ﹤0.01%
+365
VIRT icon
672
Virtu Financial
VIRT
$2.96B
$23.3K ﹤0.01%
+694
UTG icon
673
Reaves Utility Income Fund
UTG
$3.41B
$23.3K ﹤0.01%
580
APLE icon
674
Apple Hospitality REIT
APLE
$2.65B
$23.3K ﹤0.01%
+1,951
LPLA icon
675
LPL Financial
LPLA
$30.2B
$23.3K ﹤0.01%
+74