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
$383M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$164K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$99.9K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$62K

Top Sells

1
+$3.97M
2
+$805K
3
+$503K
4
VLO icon
Valero Energy
VLO
+$399K
5
MCD icon
McDonald's
MCD
+$252K

Sector Composition

1 Technology 6.57%
2 Consumer Staples 1.69%
3 Communication Services 1.59%
4 Consumer Discretionary 1.54%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.32%
19,331
+49
27
$1.18M 0.31%
144,347
-312
28
$1.02M 0.27%
7,434
29
$982K 0.26%
7,949
+809
30
$938K 0.25%
22,752
-1,250
31
$938K 0.24%
13,765
-212
32
$926K 0.24%
4,578
+109
33
$887K 0.23%
1,900
+21
34
$881K 0.23%
107,158
-174
35
$852K 0.22%
60,797
-47
36
$845K 0.22%
5,125
+14
37
$832K 0.22%
4,307
+59
38
$799K 0.21%
41,785
-461
39
$772K 0.2%
4,238
+51
40
$770K 0.2%
47,159
-55
41
$763K 0.2%
6,626
+225
42
$752K 0.2%
7,733
-24
43
$709K 0.19%
22,902
-230
44
$706K 0.18%
3,632
-1
45
$705K 0.18%
25,213
-5,031
46
$682K 0.18%
8,787
+165
47
$680K 0.18%
2,343
-17
48
$676K 0.18%
90,523
-172
49
$659K 0.17%
9,387
-20
50
$657K 0.17%
7,348
+9
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2
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