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
$371M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$222K
2
+$202K
3
+$37K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$17.5K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$12.1K

Top Sells

1
+$23.3M
2
+$4.07M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$966K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$714K

Sector Composition

1 Technology 6.47%
2 Consumer Discretionary 1.83%
3 Communication Services 1.69%
4 Consumer Staples 1.65%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.3%
17,646
-1,668
27
$1.08M 0.29%
4,500
-59
28
$1.04M 0.28%
13,708
-18
29
$979K 0.26%
7,406
-28
30
$971K 0.26%
7,726
+11
31
$945K 0.26%
107,198
+6
32
$933K 0.25%
40,987
-817
33
$920K 0.25%
4,195
-107
34
$911K 0.25%
60,484
-129
35
$857K 0.23%
1,764
-133
36
$836K 0.23%
47,082
-40
37
$803K 0.22%
4,241
-56
38
$760K 0.21%
4,535
-599
39
$758K 0.2%
18,944
-3,310
40
$726K 0.2%
8,814
-12
41
$712K 0.19%
90,600
+34
42
$700K 0.19%
8,555
-786
43
$690K 0.19%
11,289
-1,319
44
$657K 0.18%
7,364
+9
45
$624K 0.17%
12,915
+363
46
$616K 0.17%
3,228
+17
47
$615K 0.17%
3,282
-336
48
$593K 0.16%
13,980
-126
49
$589K 0.16%
56,277
+11
50
$575K 0.16%
3,115
+34
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2
3 4 5