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
$263M
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.73M
3
+$6.07M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.58M
5
DVY icon
iShares Select Dividend ETF
DVY
+$4.42M

Top Sells

1
+$1.32M
2
+$366K
3
+$333K
4
ET icon
Energy Transfer Partners
ET
+$265K
5
XTL icon
SPDR S&P Telecom ETF
XTL
+$251K

Sector Composition

1 Technology 2.99%
2 Communication Services 2.61%
3 Energy 2.11%
4 Financials 1.62%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$504K 0.19%
7,552
-225
52
$503K 0.19%
37,423
-260
53
$502K 0.19%
31,822
+10
54
$495K 0.19%
+82,417
55
$478K 0.18%
+16,996
56
$478K 0.18%
36,489
-513
57
$477K 0.18%
9,128
+26
58
$474K 0.18%
11,132
+443
59
$461K 0.18%
4,559
+281
60
$446K 0.17%
+4,077
61
$434K 0.17%
17,707
-23
62
$432K 0.16%
4,712
-219
63
$431K 0.16%
5,394
-80
64
$427K 0.16%
+6,109
65
$423K 0.16%
+25,665
66
$417K 0.16%
+68,275
67
$412K 0.16%
27,352
-393
68
$402K 0.15%
5,331
+40
69
$399K 0.15%
+9,464
70
$392K 0.15%
+3,530
71
$383K 0.15%
4,300
+400
72
$381K 0.15%
6,500
73
$377K 0.14%
+11,589
74
$365K 0.14%
12,627
+107
75
$359K 0.14%
17,922
+38
1 2
3
4 5