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
$353M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$616K
3
+$461K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$235K
5
MCK icon
McKesson
MCK
+$218K

Top Sells

1
+$574K
2
+$269K
3
+$201K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$173K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$139K

Sector Composition

1 Technology 6.23%
2 Industrials 1.88%
3 Consumer Staples 1.86%
4 Consumer Discretionary 1.65%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.33%
2,009
-46
27
$1.14M 0.32%
19,333
+858
28
$1.14M 0.32%
6,693
-18
29
$1.12M 0.32%
146,140
-59
30
$1.03M 0.29%
19,614
+531
31
$1.02M 0.29%
16,101
-308
32
$1.01M 0.29%
7,434
+1
33
$915K 0.26%
107,879
-70
34
$903K 0.26%
23,946
-1,035
35
$866K 0.25%
30,072
-1,940
36
$853K 0.24%
60,960
-228
37
$852K 0.24%
1,879
+12
38
$761K 0.22%
4,473
+168
39
$748K 0.21%
5,106
+206
40
$719K 0.2%
7,709
+280
41
$713K 0.2%
47,422
-281
42
$709K 0.2%
42,237
+740
43
$667K 0.19%
7,331
+9
44
$647K 0.18%
17,210
+6,244
45
$647K 0.18%
4,258
+706
46
$641K 0.18%
6,408
+340
47
$621K 0.18%
9,389
-55
48
$620K 0.18%
3,637
+18
49
$616K 0.17%
+91,169
50
$614K 0.17%
8,760
+2,503
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