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
IMCV icon
1001
iShares Morningstar Mid-Cap Value ETF
IMCV
$963M
$13.1K ﹤0.01%
162
TDW icon
1002
Tidewater
TDW
$3.68B
$13.1K ﹤0.01%
+246
PZZA icon
1003
Papa John's
PZZA
$1.11B
$13.1K ﹤0.01%
+277
TPR icon
1004
Tapestry
TPR
$28.9B
$13.1K ﹤0.01%
+114
IBKR icon
1005
Interactive Brokers
IBKR
$30.2B
$13.1K ﹤0.01%
+186
ACT icon
1006
Enact Holdings
ACT
$5.75B
$13.1K ﹤0.01%
+355
ORAN
1007
DELISTED
Orange
ORAN
$13.1K ﹤0.01%
833
+823
E icon
1008
ENI
E
$80.5B
$13K ﹤0.01%
372
+349
AMCR icon
1009
Amcor
AMCR
$17.9B
$13K ﹤0.01%
+318
PAHC icon
1010
Phibro Animal Health
PAHC
$2.12B
$13K ﹤0.01%
+339
DIVO icon
1011
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.42B
$13K ﹤0.01%
291
-85
FDS icon
1012
Factset
FDS
$7.75B
$13K ﹤0.01%
+46
SEM icon
1013
Select Medical
SEM
$2.02B
$13K ﹤0.01%
+1,004
NHC icon
1014
National Healthcare
NHC
$2.45B
$13K ﹤0.01%
+107
IPG
1015
DELISTED
Interpublic Group of Companies
IPG
$13K ﹤0.01%
+489
NTRA icon
1016
Natera
NTRA
$28.7B
$12.9K ﹤0.01%
+77
FIS icon
1017
Fidelity National Information Services
FIS
$25.3B
$12.9K ﹤0.01%
+193
THG icon
1018
Hanover Insurance
THG
$5.96B
$12.9K ﹤0.01%
70
TGNA icon
1019
TEGNA Inc
TGNA
$3.24B
$12.8K ﹤0.01%
+635
AORT icon
1020
Artivion
AORT
$1.75B
$12.8K ﹤0.01%
+311
WRB icon
1021
W.R. Berkley
WRB
$24.8B
$12.8K ﹤0.01%
+166
JOE icon
1022
St. Joe Company
JOE
$3.96B
$12.8K ﹤0.01%
+259
ONB icon
1023
Old National Bancorp
ONB
$8.27B
$12.7K ﹤0.01%
+574
UDR icon
1024
UDR
UDR
$11.6B
$12.7K ﹤0.01%
349
-83
ALC icon
1025
Alcon
ALC
$36.6B
$12.7K ﹤0.01%
164
+158