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
$378M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$241K
2
+$218K
3
+$111K
4
MSFT icon
Microsoft
MSFT
+$105K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.1K

Top Sells

1
+$1.4M
2
+$1.03M
3
+$404K
4
LAZ icon
Lazard
LAZ
+$378K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$202K

Sector Composition

1 Technology 5.75%
2 Consumer Staples 1.91%
3 Consumer Discretionary 1.8%
4 Financials 1.56%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.31%
19,642
+28
27
$1.18M 0.31%
19,282
-51
28
$1.17M 0.31%
6,684
-9
29
$1.02M 0.27%
23,132
-430
30
$1.02M 0.27%
7,434
31
$1.01M 0.27%
24,002
+56
32
$973K 0.26%
107,332
-547
33
$918K 0.24%
13,977
-2,124
34
$895K 0.24%
4,469
-4
35
$892K 0.24%
60,844
-116
36
$855K 0.23%
1,879
37
$839K 0.22%
30,244
+172
38
$829K 0.22%
5,111
+5
39
$766K 0.2%
4,248
-10
40
$744K 0.2%
6,401
-7
41
$744K 0.2%
42,246
+9
42
$740K 0.2%
47,214
-208
43
$730K 0.19%
7,757
+48
44
$717K 0.19%
12,547
+52
45
$697K 0.18%
9,407
+18
46
$667K 0.18%
2,360
+3
47
$666K 0.18%
7,339
+8
48
$652K 0.17%
90,695
-474
49
$645K 0.17%
7,140
50
$633K 0.17%
3,633
-4
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2
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