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
$115M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.91M
3
+$9.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.63M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.46M

Top Sells

1
+$179M
2
+$6.62M
3
+$5.57M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.67M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$4.33M

Sector Composition

1 Technology 14.54%
2 Industrials 5.92%
3 Consumer Discretionary 5.38%
4 Consumer Staples 4.4%
5 Financials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$369K 0.32%
+3,999
52
$362K 0.31%
+4,458
53
$361K 0.31%
+1,844
54
$358K 0.31%
+6,911
55
$354K 0.31%
+5,958
56
$345K 0.3%
+2,100
57
$340K 0.3%
+14,659
58
$323K 0.28%
+897
59
$317K 0.28%
+804
60
$314K 0.27%
+5,071
61
$314K 0.27%
+1,480
62
$305K 0.26%
+2,166
63
$299K 0.26%
+1,947
64
$299K 0.26%
+1,361
65
$292K 0.25%
+2,429
66
$279K 0.24%
+6,455
67
$279K 0.24%
+1,377
68
$274K 0.24%
+20,635
69
$265K 0.23%
+3,802
70
$240K 0.21%
+3,060
71
$231K 0.2%
+12,412
72
$231K 0.2%
+1,679
73
$230K 0.2%
+1,371
74
$225K 0.2%
+2,650
75
$224K 0.19%
+1,051
1 2
3
4 5