Portfolio (Quarterly)
Guide ↗
Salomon & Ludwin, LLC
· CIK 0001766156| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | CARS | CARS COM INC | Consumer Cyclical | 502 | $6K | 0.00% | SOLD |
| 82 | AMPH | AMPHASTAR PHARMACEUTICAL | Healthcare | 229 | $6K | 0.00% | SOLD |
| 83 | — | BEIERSDORF AG F | — | 271 | $6K | 0.00% | SOLD |
| 84 | AAT | AMERICAN ASSETS TR INC | Real Estate | 323 | $6K | 0.00% | SOLD |
| 85 | TTD | THE TRADE DESK INC | Technology | 141 | $6K | 0.00% | SOLD |
| 86 | JKHY | HENRY JACK & ASSOC INC | Technology | 31 | $6K | — | SOLD |
| 87 | VITL | VITAL FARMS INC | Consumer Defensive | 182 | $5K | — | SOLD |
| 88 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 305 | $5K | — | SOLD |
| 89 | TLN | TALEN ENERGY CORP NEW | Utilities | 13 | $5K | — | SOLD |
| 90 | — | QIAGEN NV F | — | 110 | $5K | — | SOLD |
| 91 | PCTY | PAYLOCITY HLDG CORP | Technology | 33 | $5K | — | SOLD |
| 92 | OLED | UNIVERSAL DISPLAY CORP | Technology | 37 | $5K | — | SOLD |
| 93 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 119 | $4K | — | SOLD |
| 94 | MYGN | MYRIAD GENETICS INC | Healthcare | 637 | $4K | — | SOLD |
| 95 | DDS | DILLARDS INC | Consumer Cyclical | 6 | $4K | — | SOLD |
| 96 | TTEK | TETRA TECH INC NEW | Industrials | 108 | $4K | — | SOLD |
| 97 | — | PERNOD RICARD S A F | — | 217 | $4K | — | SOLD |
| 98 | RLI | RLI CORP | Financial Services | 58 | $4K | — | SOLD |
| 99 | WING | WINGSTOP INC | Consumer Cyclical | 14 | $4K | — | SOLD |
| 100 | RYAN | RYAN SPECIALTY HOLDINGS | Financial Services | 67 | $4K | — | SOLD |
Sector Allocation
Technology
33.4%
Financial Services
25.6%
Consumer Defensive
9.3%
Consumer Cyclical
8.0%
Healthcare
5.9%
Industrials
4.6%
Utilities
4.0%
Communication Services
3.3%
Basic Materials
2.5%
Energy
2.3%