SDAM

Shulman DeMeo Asset Management Portfolio holdings

AUM $441M
1-Year Est. Return 16.96%
This Quarter Est. Return
1 Year Est. Return
+16.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$243K
3
+$235K
4
NFLX icon
Netflix
NFLX
+$225K
5
UNH icon
UnitedHealth
UNH
+$29.9K

Top Sells

1
+$2.88M
2
+$524K
3
+$214K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$153K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$148K

Sector Composition

1 Technology 5.51%
2 Communication Services 1.87%
3 Consumer Staples 1.6%
4 Financials 1.53%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.3%
137,062
-4,531
27
$1.18M 0.29%
106,190
-63
28
$1.16M 0.29%
3,996
-506
29
$1.15M 0.29%
9,285
-434
30
$1.1M 0.27%
7,776
+21
31
$1.08M 0.27%
26,334
-608
32
$1.02M 0.25%
104,625
-1,700
33
$964K 0.24%
4,395
-35
34
$931K 0.23%
7,362
-24
35
$860K 0.21%
59,944
-78
36
$830K 0.21%
46,784
-75
37
$816K 0.2%
18,857
-220
38
$785K 0.19%
8,552
-357
39
$781K 0.19%
1,686
-96
40
$774K 0.19%
10,784
-471
41
$749K 0.19%
4,250
-36
42
$741K 0.18%
7,380
+8
43
$718K 0.18%
89,471
-183
44
$693K 0.17%
4,350
-150
45
$690K 0.17%
8,584
+8
46
$665K 0.16%
3,202
-70
47
$657K 0.16%
12,542
-263
48
$636K 0.16%
6,979
+34
49
$634K 0.16%
9,131
-419
50
$631K 0.16%
3,230
-4
1
2
3 4 5