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
$334M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$290K
3
+$254K
4
TSLA icon
Tesla
TSLA
+$229K
5
O icon
Realty Income
O
+$204K

Top Sells

1
+$2.08M
2
+$568K
3
+$498K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$484K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$341K

Sector Composition

1 Technology 6.27%
2 Industrials 2.14%
3 Consumer Staples 1.95%
4 Financials 1.58%
5 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.36%
19,749
-257
27
$1.18M 0.35%
32,141
-237
28
$1.13M 0.34%
108,012
-393
29
$1.07M 0.32%
16,411
-661
30
$1.03M 0.31%
19,692
-870
31
$984K 0.29%
2,098
-111
32
$972K 0.29%
7,655
-2
33
$955K 0.29%
25,689
-129
34
$919K 0.27%
14,682
-828
35
$917K 0.27%
1,992
-64
36
$863K 0.26%
61,191
-256
37
$830K 0.25%
24,827
+568
38
$753K 0.23%
4,965
-74
39
$749K 0.22%
47,744
-294
40
$720K 0.22%
8,425
-179
41
$677K 0.2%
42,416
+24
42
$672K 0.2%
9,065
-959
43
$670K 0.2%
6,251
-13
44
$661K 0.2%
7,314
+7
45
$656K 0.2%
3,645
-17
46
$640K 0.19%
13,612
-303
47
$631K 0.19%
4,337
+48
48
$594K 0.18%
93,155
-455
49
$582K 0.17%
2,707
-54
50
$579K 0.17%
2,313
-51
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2
3 4 5