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
$282M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$35K
2
+$22.8K
3
+$5.45K
4
MS icon
Morgan Stanley
MS
+$4.58K
5
LAZ icon
Lazard
LAZ
+$3.92K

Top Sells

1
+$469K
2
+$249K
3
+$232K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$219K
5
RTX icon
RTX Corp
RTX
+$212K

Sector Composition

1 Technology 5.32%
2 Consumer Staples 2.17%
3 Industrials 2.08%
4 Healthcare 1.73%
5 Financials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.2%
3,667
+6
52
$567K 0.2%
15,280
-113
53
$553K 0.2%
7,872
-120
54
$545K 0.19%
3,823
-817
55
$534K 0.19%
5,661
-319
56
$498K 0.18%
12,726
-38
57
$458K 0.16%
5,299
-107
58
$450K 0.16%
14,126
+123
59
$447K 0.16%
4,282
-12
60
$438K 0.16%
12,488
+107
61
$432K 0.15%
6,349
-27
62
$429K 0.15%
2,372
-139
63
$426K 0.15%
905
-1
64
$424K 0.15%
4,437
+57
65
$416K 0.15%
2,134
-8
66
$416K 0.15%
1,246
-1
67
$412K 0.15%
816
+1
68
$407K 0.14%
4,294
-29
69
$407K 0.14%
23,948
-104
70
$407K 0.14%
11,475
-570
71
$404K 0.14%
5,520
+16
72
$403K 0.14%
3,244
73
$391K 0.14%
9,678
-56
74
$390K 0.14%
3,951
-63
75
$386K 0.14%
3,420
-23
1 2
3
4 5