We are live on ! Find out more
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
IP icon
776
International Paper
IP
$17.4B
$25.9K ﹤0.01%
+745
VRSK icon
777
Verisk Analytics
VRSK
$24.2B
$25.9K ﹤0.01%
140
-14
GEM icon
778
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.6B
$25.9K ﹤0.01%
600
NOK icon
779
Nokia
NOK
$75.3B
$25.9K ﹤0.01%
2,932
+754
RGLD icon
780
Royal Gold
RGLD
$16.9B
$25.7K ﹤0.01%
98
SNPS icon
781
Synopsys
SNPS
$88.4B
$25.7K ﹤0.01%
65
-22
FUN icon
782
Cedar Fair
FUN
$2.42B
$25.7K ﹤0.01%
1,534
+830
PEB icon
783
Pebblebrook Hotel Trust
PEB
$1.96B
$25.7K ﹤0.01%
2,006
+779
ROG icon
784
Rogers Corp
ROG
$2.45B
$25.6K ﹤0.01%
243
+21
STEL icon
785
Stellar Bancorp
STEL
$1.96B
$25.6K ﹤0.01%
700
+360
INSW icon
786
International Seaways
INSW
$4.08B
$25.6K ﹤0.01%
340
+35
FTCS icon
787
First Trust Capital Strength ETF
FTCS
$7.74B
$25.6K ﹤0.01%
275
DEI icon
788
Douglas Emmett
DEI
$2.12B
$25.5K ﹤0.01%
+2,744
UCB
789
United Community Banks
UCB
$4.09B
$25.5K ﹤0.01%
795
MAS icon
790
Masco
MAS
$14.4B
$25.4K ﹤0.01%
430
+362
NOG icon
791
Northern Oil and Gas
NOG
$2.36B
$25.4K ﹤0.01%
898
+405
KNTK icon
792
Kinetik
KNTK
$3.51B
$25.3K ﹤0.01%
543
+181
ENVA icon
793
Enova International
ENVA
$4.45B
$25.3K ﹤0.01%
185
KNBWY
794
DELISTED
KIRIN BREWERY LTD SPONSORED ADR
KNBWY
$25.3K ﹤0.01%
1,551
+816
NOBL icon
795
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$25.1K ﹤0.01%
474
PPLI
796
People Inc
PPLI
$3.14B
$25.1K ﹤0.01%
630
+77
LEG icon
797
Leggett & Platt
LEG
$1.41B
$25.1K ﹤0.01%
2,587
+1,319
CLH icon
798
Clean Harbors
CLH
$15.4B
$24.9K ﹤0.01%
84
DLX icon
799
Deluxe
DLX
$1.08B
$24.9K ﹤0.01%
900
+542
CURB
800
Curbline Properties
CURB
$3.18B
$24.9K ﹤0.01%
950
+283
30 31
32
33 34