SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
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 +$3.91M
3 +$2.6M
4
NVDA icon
NVIDIA
NVDA
+$1.99M
5
AAPL icon
Apple
AAPL
+$1.81M

Top Sells

1 +$4.62M
2 +$3.77M
3 +$3.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M

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
CR icon
1376
Crane Co
CR
$10.9B
$6.66K ﹤0.01%
+37
ATO icon
1377
Atmos Energy
ATO
$27.6B
$6.64K ﹤0.01%
+39
GBX icon
1378
The Greenbrier Companies
GBX
$1.29B
$6.63K ﹤0.01%
+144
GPK icon
1379
Graphic Packaging
GPK
$4.74B
$6.63K ﹤0.01%
+342
MD icon
1380
Pediatrix Medical
MD
$1.48B
$6.62K ﹤0.01%
+378
CRI icon
1381
Carter's
CRI
$1.14B
$6.61K ﹤0.01%
+221
AFRM icon
1382
Affirm
AFRM
$23.7B
$6.51K ﹤0.01%
+87
CRSR icon
1383
Corsair Gaming
CRSR
$864M
$6.5K ﹤0.01%
+810
REP
1384
DELISTED
REPSOL YPF SA ADS(RP 1 CAP SH)
REP
$6.49K ﹤0.01%
366
+333
DOCU icon
1385
DocuSign
DOCU
$14.7B
$6.49K ﹤0.01%
+93
EXPI icon
1386
eXp World Holdings
EXPI
$1.61B
$6.48K ﹤0.01%
+603
PLAY icon
1387
Dave & Buster's
PLAY
$509M
$6.46K ﹤0.01%
+343
RDDT icon
1388
Reddit
RDDT
$39.6B
$6.42K ﹤0.01%
+31
HAFC icon
1389
Hanmi Financial
HAFC
$791M
$6.36K ﹤0.01%
+257
KYO
1390
DELISTED
Kyocera Adr
KYO
$6.34K ﹤0.01%
462
+442
QNST icon
1391
QuinStreet
QNST
$850M
$6.25K ﹤0.01%
+409
BURL icon
1392
Burlington
BURL
$17.2B
$6.21K ﹤0.01%
+24
THS icon
1393
Treehouse Foods
THS
$919M
$6.19K ﹤0.01%
+291
KIM icon
1394
Kimco Realty
KIM
$14B
$6.18K ﹤0.01%
+288
ZD icon
1395
Ziff Davis
ZD
$1.39B
$6.16K ﹤0.01%
+157
AOSL icon
1396
Alpha and Omega Semiconductor
AOSL
$843M
$6.15K ﹤0.01%
+218
LMAT icon
1397
LeMaitre Vascular
LMAT
$1.96B
$6.15K ﹤0.01%
+70
SCHL icon
1398
Scholastic
SCHL
$721M
$6.15K ﹤0.01%
+214
TSM icon
1399
TSMC
TSM
$1.56T
$6.14K ﹤0.01%
21
ELME
1400
Elme Communities
ELME
$1.45B
$6.09K ﹤0.01%
+363