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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
MLKN icon
726
MillerKnoll
MLKN
$1.03B
$28K ﹤0.01%
1,935
+1,419
VSXY
727
Victoria's Secret
VSXY
$5.9B
$27.9K ﹤0.01%
607
EFOR
728
Everforth Inc
EFOR
$852M
$27.9K ﹤0.01%
+715
NWG icon
729
NatWest
NWG
$62.6B
$27.9K ﹤0.01%
1,825
MRCY icon
730
Mercury Systems
MRCY
$6.4B
$27.8K ﹤0.01%
375
ASTE icon
731
Astec Industries
ASTE
$1.17B
$27.8K ﹤0.01%
505
+60
AVA icon
732
Avista
AVA
$3.51B
$27.7K ﹤0.01%
670
ACGL icon
733
Arch Capital
ACGL
$32.2B
$27.7K ﹤0.01%
286
+60
CLSK icon
734
CleanSpark
CLSK
$3.87B
$27.7K ﹤0.01%
3,146
+895
AU icon
735
AngloGold Ashanti
AU
$40.1B
$27.6K ﹤0.01%
273
KMPR icon
736
Kemper
KMPR
$1.49B
$27.5K ﹤0.01%
+898
INDB icon
737
Independent Bank
INDB
$3.92B
$27.5K ﹤0.01%
358
IPAR icon
738
Interparfums
IPAR
$3.16B
$27.5K ﹤0.01%
303
+125
CARG icon
739
CarGurus
CARG
$2.57B
$27.4K ﹤0.01%
823
+113
MCY icon
740
Mercury Insurance
MCY
$5.69B
$27.3K ﹤0.01%
310
+26
TLT icon
741
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
$27.3K ﹤0.01%
314
AMR icon
742
Alpha Metallurgical Resources
AMR
$2.51B
$27.2K ﹤0.01%
130
+34
SEDG icon
743
SolarEdge
SEDG
$3.27B
$27.2K ﹤0.01%
558
+213
PID icon
744
Invesco International Dividend Achievers ETF
PID
$921M
$27.2K ﹤0.01%
1,212
COHU icon
745
Cohu
COHU
$2.54B
$27.2K ﹤0.01%
845
+289
PCG icon
746
PG&E
PCG
$37.1B
$27.1K ﹤0.01%
1,527
-211
BOOT icon
747
Boot Barn
BOOT
$5.13B
$27K ﹤0.01%
200
-42
CALY
748
Callaway Golf Company
CALY
$2.91B
$27K ﹤0.01%
1,945
+474
XHR
749
Xenia Hotels & Resorts
XHR
$1.71B
$26.9K ﹤0.01%
1,819
VIK icon
750
Viking Holdings
VIK
$39.4B
$26.9K ﹤0.01%
359
28 29
30
31 32