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
$301M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$268K
2
+$240K
3
+$229K
4
RTX icon
RTX Corp
RTX
+$222K
5
PKG icon
Packaging Corp of America
PKG
+$209K

Top Sells

1
+$550K
2
+$465K
3
+$361K
4
TSLA icon
Tesla
TSLA
+$321K
5
KMI icon
Kinder Morgan
KMI
+$171K

Sector Composition

1 Technology 4.9%
2 Industrials 2.43%
3 Consumer Staples 2.19%
4 Healthcare 1.94%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$608K 0.2%
3,682
+15
52
$593K 0.2%
15,158
-122
53
$577K 0.19%
57,176
-3,873
54
$574K 0.19%
4,277
-5
55
$558K 0.19%
12,734
+8
56
$533K 0.18%
1,243
-3
57
$526K 0.18%
5,480
-40
58
$522K 0.17%
2,369
-3
59
$502K 0.17%
5,291
-8
60
$495K 0.16%
5,656
+324
61
$494K 0.16%
905
62
$489K 0.16%
3,787
-36
63
$462K 0.15%
4,271
-23
64
$460K 0.15%
3,287
+43
65
$460K 0.15%
13,452
+2,776
66
$459K 0.15%
11,477
+2
67
$459K 0.15%
23,837
-111
68
$453K 0.15%
6,341
-8
69
$449K 0.15%
12,945
-1,181
70
$444K 0.15%
5,111
-550
71
$443K 0.15%
2,141
+7
72
$442K 0.15%
9,663
-15
73
$439K 0.15%
828
+12
74
$434K 0.14%
3,192
+61
75
$433K 0.14%
12,594
+106
1 2
3
4 5