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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
EDP
1026
DELISTED
EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD)
EDP
$16.8K ﹤0.01%
309
+144
BLD icon
1027
TopBuild
BLD
$11.1B
$16.8K ﹤0.01%
+47
FTI icon
1028
TechnipFMC
FTI
$27.9B
$16.8K ﹤0.01%
236
ERIC icon
1029
Ericsson
ERIC
$38.5B
$16.8K ﹤0.01%
1,442
+459
BOH icon
1030
Bank of Hawaii
BOH
$3.1B
$16.8K ﹤0.01%
224
CSGP icon
1031
CoStar Group
CSGP
$14B
$16.7K ﹤0.01%
419
+371
DXCM icon
1032
DexCom
DXCM
$28.9B
$16.7K ﹤0.01%
269
-9
TWI icon
1033
Titan International
TWI
$465M
$16.7K ﹤0.01%
2,233
+1,706
VOD icon
1034
Vodafone
VOD
$34.7B
$16.7K ﹤0.01%
1,098
UAL icon
1035
United Airlines
UAL
$33.4B
$16.7K ﹤0.01%
181
PHM icon
1036
Pultegroup
PHM
$22.6B
$16.7K ﹤0.01%
142
CBRL icon
1037
Cracker Barrel
CBRL
$994M
$16.6K ﹤0.01%
573
+533
EFR
1038
Eaton Vance Senior Floating-Rate Fund
EFR
$311M
$16.5K ﹤0.01%
1,600
NI icon
1039
NiSource
NI
$22.4B
$16.5K ﹤0.01%
348
CAH icon
1040
Cardinal Health
CAH
$50.7B
$16.5K ﹤0.01%
77
EXPD icon
1041
Expeditors International
EXPD
$21.5B
$16.5K ﹤0.01%
113
CCK icon
1042
Crown Holdings
CCK
$10.7B
$16.4K ﹤0.01%
160
-9
WABC icon
1043
Westamerica Bancorp
WABC
$1.34B
$16.4K ﹤0.01%
317
+126
RXO icon
1044
RXO
RXO
$4.74B
$16.4K ﹤0.01%
1,099
SEM icon
1045
Select Medical
SEM
$2.06B
$16.4K ﹤0.01%
1,004
CVNA icon
1046
Carvana
CVNA
$48.2B
$16.3K ﹤0.01%
260
-165
AWK icon
1047
American Water Works
AWK
$24.7B
$16.3K ﹤0.01%
118
-76
TKO icon
1048
TKO Group
TKO
$15.5B
$16.3K ﹤0.01%
80
EYE icon
1049
National Vision
EYE
$1.41B
$16.3K ﹤0.01%
688
-74
SFNC icon
1050
Simmons First National
SFNC
$3.18B
$16.3K ﹤0.01%
834
40 41
42
43 44