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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
SHW icon
651
Sherwin-Williams
SHW
$76.6B
$32.8K ﹤0.01%
103
-17
WDC icon
652
Western Digital
WDC
$178B
$32.7K ﹤0.01%
111
+15
ASMI
653
DELISTED
ASM INTERNATL N.V
ASMI
$32.7K ﹤0.01%
42
+24
NPO icon
654
Enpro
NPO
$6.96B
$32.5K ﹤0.01%
129
HOOD icon
655
Robinhood
HOOD
$75.4B
$32.5K ﹤0.01%
471
+57
RNG icon
656
RingCentral
RNG
$3.29B
$32.4K ﹤0.01%
+857
RF icon
657
Regions Financial
RF
$24.4B
$32.1K ﹤0.01%
1,212
EON
658
DELISTED
E.ON AG ADS (REPTG 1/3 ORD SHS)
EON
$32K ﹤0.01%
1,403
+442
MATX icon
659
Matsons
MATX
$5.88B
$31.9K ﹤0.01%
192
ED icon
660
Consolidated Edison
ED
$39.2B
$31.9K ﹤0.01%
276
SCL icon
661
Stepan Co
SCL
$1.19B
$31.8K ﹤0.01%
637
+281
ATEN icon
662
A10 Networks
ATEN
$2.23B
$31.8K ﹤0.01%
1,325
+59
EXTR icon
663
Extreme Networks
EXTR
$3.76B
$31.7K ﹤0.01%
2,063
+768
SRE icon
664
Sempra
SRE
$59.4B
$31.5K ﹤0.01%
318
-88
CALX icon
665
Calix
CALX
$2.47B
$31.5K ﹤0.01%
679
+289
UL icon
666
Unilever
UL
$125B
$31.4K ﹤0.01%
567
+44
MAN icon
667
ManpowerGroup
MAN
$1.52B
$31.4K ﹤0.01%
1,069
+398
SCHA icon
668
Schwab U.S Small- Cap ETF
SCHA
$22.6B
$31.2K ﹤0.01%
1,056
-45
QRVO icon
669
Qorvo
QRVO
$8.62B
$31.2K ﹤0.01%
396
-163
WEC icon
670
WEC Energy
WEC
$36.8B
$31.2K ﹤0.01%
265
FLS icon
671
Flowserve
FLS
$9.71B
$31.1K ﹤0.01%
414
ABCB icon
672
Ameris Bancorp
ABCB
$5.79B
$31K ﹤0.01%
396
IVOG icon
673
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.62B
$31K ﹤0.01%
245
-12
RDN icon
674
Radian Group
RDN
$4.55B
$31K ﹤0.01%
920
+37
DRH icon
675
Diamondrock Hospitality Co
DRH
$2.39B
$30.9K ﹤0.01%
3,284
+1,332
25 26
27
28 29