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SDAM
Shulman DeMeo Asset Management Portfolio holdings
AUM
$535M
1-Year Est. Return
24.42%
This Fund
S&P 500
This Quarter
Est. Return
-13.45%
1 Year Est. Return
+24.42%
3 Year Est. Return
+70.11%
5 Year Est. Return
+75.59%
10 Year Est. Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
107.65%
Top 10 Holdings %
Top 10 Hldgs %
82.89%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$127M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$9.34M |
| 3 |
State Street SPDR S&P Dividend ETF
SDY
|
+$4.87M |
| 4 |
State Street SPDR ICE Preferred Securities ETF
PSK
|
+$4.63M |
| 5 |
HDV
iShares Core High Dividend ETF
HDV
|
+$4.44M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 2.87% |
| 2 | Technology | 1.95% |
| 3 | Healthcare | 1.18% |
| 4 | Financials | 1.18% |
| 5 | Energy | 0.89% |
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Shulman DeMeo Asset Management's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Shulman DeMeo Asset Management, which disclosed 69 positions worth $181M. Its ten largest holdings account for 83% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 472,046 shares worth $118M.
By sector, the portfolio is most concentrated in Communication Services at 2.9% of assets, followed by Technology and Healthcare.
- Shulman DeMeo Asset Management's largest Q4 2018 buy was State Street SPDR S&P 500 ETF Trust: 472,046 shares worth $118M.
- Shulman DeMeo Asset Management's ten largest holdings make up 83% of its $181M portfolio in Q4 2018.
- Shulman DeMeo Asset Management disclosed 69 positions in Q4 2018, its first 13F filing on record.
Based on Shulman DeMeo Asset Management's 13F filing for Q4 2018, filed 7 Feb 2019.