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
$302M
AUM Growth
-$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$419K
3
+$174K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$159K
5
AMZN icon
Amazon
AMZN
+$98.1K

Top Sells

1
+$1.45M
2
+$688K
3
+$543K
4
T icon
AT&T
T
+$484K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$460K

Sector Composition

1 Technology 5.28%
2 Consumer Staples 2.21%
3 Industrials 2.15%
4 Healthcare 1.99%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$610K 0.2%
2,756
+6
52
$564K 0.19%
5,980
+470
53
$563K 0.19%
12,764
-2,399
54
$562K 0.19%
3,661
+70
55
$560K 0.19%
6,537
+64
56
$519K 0.17%
5,406
+35
57
$517K 0.17%
12,045
-30
58
$515K 0.17%
12,381
+135
59
$512K 0.17%
5,696
-3
60
$485K 0.16%
24,052
-30
61
$484K 0.16%
4,294
+106
62
$477K 0.16%
4,380
+200
63
$469K 0.16%
8,611
+393
64
$465K 0.15%
5,408
-69
65
$458K 0.15%
2,511
+7
66
$457K 0.15%
2,142
+4
67
$455K 0.15%
6,376
+73
68
$454K 0.15%
14,003
+276
69
$444K 0.15%
4,345
+7
70
$440K 0.15%
4,323
-2,365
71
$440K 0.15%
5,035
+74
72
$438K 0.14%
5,504
+15
73
$433K 0.14%
906
+3
74
$431K 0.14%
3,244
-532
75
$419K 0.14%
+815
1 2
3
4 5