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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$8.62M
3
+$4.62M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$4.5M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$4.22M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 2.87%
2 Technology 1.95%
3 Healthcare 1.18%
4 Financials 1.18%
5 Energy 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.15%
+17,884
52
$269K 0.15%
+9,633
53
$265K 0.15%
+20,045
54
$261K 0.14%
+28,085
55
$254K 0.14%
+28,426
56
$254K 0.14%
+22,024
57
$251K 0.14%
+4,005
58
$240K 0.13%
+26,012
59
$237K 0.13%
+8,381
60
$230K 0.13%
+2,322
61
$214K 0.12%
+7,390
62
$213K 0.12%
+4,080
63
$205K 0.11%
+7,236
64
$182K 0.1%
+11,888
65
$177K 0.1%
+65,305
66
$152K 0.08%
+10,387
67
$124K 0.07%
+17,546
68
$118K 0.07%
+16,917
69
$87K 0.05%
+15,120
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