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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
CDW icon
701
CDW
CDW
$17B
$29.3K ﹤0.01%
240
-81
RDVY icon
702
First Trust Rising Dividend Achievers ETF
RDVY
$23B
$29.3K ﹤0.01%
425
AMP icon
703
Ameriprise Financial
AMP
$40.8B
$29.1K ﹤0.01%
67
-31
POWI icon
704
Power Integrations
POWI
$4.28B
$29.1K ﹤0.01%
555
+287
PI icon
705
Impinj
PI
$3.82B
$29K ﹤0.01%
289
+75
VTR icon
706
Ventas
VTR
$40.6B
$29K ﹤0.01%
348
MSI icon
707
Motorola Solutions
MSI
$69.3B
$29K ﹤0.01%
66
LMAT icon
708
LeMaitre Vascular
LMAT
$2.23B
$29K ﹤0.01%
267
+208
MT icon
709
ArcelorMittal
MT
$49.2B
$28.9K ﹤0.01%
546
+220
BAI
710
iShares A.I. Innovation and Tech Active ETF
BAI
$14.8B
$28.6K ﹤0.01%
837
+45
TDK
711
DELISTED
TDK CORP AMER DEP SH
TDK
$28.6K ﹤0.01%
2,283
+953
AVNS icon
712
Avanos Medical
AVNS
$1.17B
$28.6K ﹤0.01%
2,049
+1,322
SNN icon
713
Smith & Nephew
SNN
$13.3B
$28.5K ﹤0.01%
887
+654
NVT icon
714
nVent Electric
NVT
$26.4B
$28.4K ﹤0.01%
241
LKFN icon
715
Lakeland Financial Corp
LKFN
$1.52B
$28.4K ﹤0.01%
488
+240
HTO
716
H2O America
HTO
$2.43B
$28.3K ﹤0.01%
479
+279
STZ icon
717
Constellation Brands
STZ
$24.2B
$28.3K ﹤0.01%
187
FTEC icon
718
Fidelity MSCI Information Technology Index ETF
FTEC
$20.1B
$28.3K ﹤0.01%
133
LSCC icon
719
Lattice Semiconductor
LSCC
$18.9B
$28.2K ﹤0.01%
297
CNS icon
720
Cohen & Steers
CNS
$4.02B
$28.2K ﹤0.01%
450
+317
ADMA icon
721
ADMA Biologics
ADMA
$2.03B
$28.2K ﹤0.01%
3,068
+1,360
ARTY
722
iShares Future AI & Tech ETF
ARTY
$3.57B
$28.1K ﹤0.01%
589
+32
ADEA icon
723
Adeia
ADEA
$3.53B
$28.1K ﹤0.01%
1,121
+362
EBAY icon
724
eBay
EBAY
$48B
$28.1K ﹤0.01%
298
OKTA icon
725
Okta
OKTA
$20.6B
$28K ﹤0.01%
349
+322
27 28
29
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