SDAM

Shulman DeMeo Asset Management Portfolio holdings

AUM $435M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$225K
3
+$203K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$158K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$57K

Top Sells

1
+$320K
2
+$260K
3
+$222K
4
TSN icon
Tyson Foods
TSN
+$210K
5
MCK icon
McKesson
MCK
+$203K

Sector Composition

1 Technology 5.59%
2 Industrials 2.32%
3 Consumer Staples 1.99%
4 Financials 1.63%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.37%
3,961
+26
27
$1.16M 0.36%
17,072
-669
28
$1.15M 0.36%
5,437
-100
29
$1.03M 0.32%
5,664
+68
30
$1.01M 0.32%
20,562
+138
31
$1M 0.32%
25,818
+100
32
$989K 0.31%
7,657
+1
33
$972K 0.31%
2,056
34
$944K 0.3%
15,510
+4
35
$902K 0.28%
61,447
-453
36
$816K 0.26%
42,392
+19
37
$793K 0.25%
24,259
+68
38
$758K 0.24%
2,209
-17
39
$755K 0.24%
8,604
-146
40
$749K 0.24%
5,039
-18
41
$749K 0.24%
10,024
-1,363
42
$748K 0.24%
48,038
-317
43
$699K 0.22%
7,307
+8
44
$687K 0.22%
13,915
+27
45
$687K 0.22%
6,264
+28
46
$681K 0.21%
3,662
-20
47
$630K 0.2%
2,761
+5
48
$605K 0.19%
93,610
-592
49
$587K 0.18%
57,012
-164
50
$586K 0.18%
7,791
-22
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2
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