SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
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 +$3.92M
3 +$2.47M
4
NVDA icon
NVIDIA
NVDA
+$1.85M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1 +$4.55M
2 +$3.58M
3 +$3.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.11M

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
CCS icon
876
Century Communities
CCS
$1.63B
$16.5K ﹤0.01%
+256
STC icon
877
Stewart Information Services
STC
$1.83B
$16.4K ﹤0.01%
+227
CCK icon
878
Crown Holdings
CCK
$11.4B
$16.4K ﹤0.01%
170
+70
CMA
879
DELISTED
Comerica
CMA
$16.4K ﹤0.01%
+232
KWR icon
880
Quaker Houghton
KWR
$2.1B
$16.4K ﹤0.01%
+122
BEN icon
881
Franklin Resources
BEN
$12.4B
$16.4K ﹤0.01%
+687
RHI icon
882
Robert Half
RHI
$2.32B
$16.1K ﹤0.01%
+468
SYY icon
883
Sysco
SYY
$39.1B
$16.1K ﹤0.01%
+196
FELE icon
884
Franklin Electric
FELE
$4.04B
$16.1K ﹤0.01%
+167
PRKS icon
885
United Parks & Resorts
PRKS
$1.57B
$16.1K ﹤0.01%
+291
VIAV icon
886
Viavi Solutions
VIAV
$7.93B
$16K ﹤0.01%
+1,261
PSTG icon
887
Everpure, Inc.
PSTG
$21.6B
$16K ﹤0.01%
+184
NWL icon
888
Newell Brands
NWL
$1.48B
$16K ﹤0.01%
+2,961
CCI icon
889
Crown Castle
CCI
$37.1B
$15.9K ﹤0.01%
167
+80
WDFC icon
890
WD-40
WDFC
$2.91B
$15.9K ﹤0.01%
+62
INCY icon
891
Incyte
INCY
$18.5B
$15.9K ﹤0.01%
183
+86
JBHT icon
892
JB Hunt Transport Services
JBHT
$18.9B
$15.9K ﹤0.01%
+115
EFX icon
893
Equifax
EFX
$21.8B
$15.9K ﹤0.01%
+67
CHEF icon
894
Chefs' Warehouse
CHEF
$2.44B
$15.9K ﹤0.01%
+286
HBI
895
DELISTED
Hanesbrands
HBI
$15.8K ﹤0.01%
+2,295
SOLV icon
896
Solventum
SOLV
$11.6B
$15.8K ﹤0.01%
213
+171
CWT icon
897
California Water Service
CWT
$2.64B
$15.8K ﹤0.01%
+347
MRTN icon
898
Marten Transport
MRTN
$987M
$15.7K ﹤0.01%
+1,112
CURB
899
Curbline Properties
CURB
$2.76B
$15.7K ﹤0.01%
+667
AIN icon
900
Albany International
AIN
$1.45B
$15.7K ﹤0.01%
+283