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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
CCC
1451
CCC Intelligent Solutions
CCC
$2.79B
$5.8K ﹤0.01%
969
-2,073
CIBR icon
1452
First Trust NASDAQ Cybersecurity ETF
CIBR
$13B
$5.78K ﹤0.01%
90
RELX icon
1453
RELX
RELX
$61.6B
$5.78K ﹤0.01%
172
-713
VCSH icon
1454
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$5.77K ﹤0.01%
73
BKE icon
1455
Buckle
BKE
$2.29B
$5.77K ﹤0.01%
115
-146
TSCO icon
1456
Tractor Supply
TSCO
$15.7B
$5.74K ﹤0.01%
131
-140
FNF icon
1457
Fidelity National Financial
FNF
$12.8B
$5.71K ﹤0.01%
125
-10
CLB icon
1458
Core Laboratories
CLB
$612M
$5.67K ﹤0.01%
347
SNCY
1459
DELISTED
Sun Country Airlines
SNCY
$5.66K ﹤0.01%
336
GPK icon
1460
Graphic Packaging
GPK
$3.19B
$5.63K ﹤0.01%
582
+351
FTRE icon
1461
Fortrea Holdings
FTRE
$1.6B
$5.58K ﹤0.01%
591
HII icon
1462
Huntington Ingalls Industries
HII
$11.7B
$5.55K ﹤0.01%
14
KTOS icon
1463
Kratos Defense & Security Solutions
KTOS
$10.5B
$5.45K ﹤0.01%
81
SBIO icon
1464
ALPS Medical Breakthroughs ETF
SBIO
$152M
$5.35K ﹤0.01%
100
REM icon
1465
iShares Mortgage Real Estate ETF
REM
$549M
$5.34K ﹤0.01%
247
CALF icon
1466
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.51B
$5.33K ﹤0.01%
118
VKTX icon
1467
Viking Therapeutics
VKTX
$3.39B
$5.29K ﹤0.01%
152
LDOS icon
1468
Leidos
LDOS
$15.5B
$5.24K ﹤0.01%
33
-53
ORI icon
1469
Old Republic International
ORI
$9.23B
$5.21K ﹤0.01%
129
CACI icon
1470
CACI
CACI
$11.6B
$5.18K ﹤0.01%
9
VNQI icon
1471
Vanguard Global ex-US Real Estate ETF
VNQI
$3.35B
$5.15K ﹤0.01%
115
WOR icon
1472
Worthington Enterprises
WOR
$2.87B
$5.1K ﹤0.01%
98
-102
GMAB icon
1473
Genmab
GMAB
$15.4B
$5.09K ﹤0.01%
185
-56
VFC icon
1474
VF Corp
VFC
$6.66B
$5.08K ﹤0.01%
301
SUNB
1475
Sunbelt Rentals Holdings
SUNB
$34.6B
$5.05K ﹤0.01%
+80
57 58
59
60 61