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
$318M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$225K
3
+$203K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$158K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$57K

Top Sells

1
+$320K
2
+$260K
3
+$222K
4
TSN icon
Tyson Foods
TSN
+$210K
5
MCK icon
McKesson
MCK
+$203K

Sector Composition

1 Technology 5.59%
2 Industrials 2.32%
3 Consumer Staples 1.99%
4 Financials 1.63%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$585K 0.18%
10,094
+26
52
$576K 0.18%
2,364
-5
53
$570K 0.18%
14,944
-214
54
$568K 0.18%
3,799
+12
55
$559K 0.18%
4,289
+12
56
$536K 0.17%
5,405
+9
57
$530K 0.17%
12,545
-189
58
$510K 0.16%
5,089
-22
59
$506K 0.16%
1,227
-16
60
$484K 0.15%
3,300
+13
61
$483K 0.15%
5,304
+13
62
$475K 0.15%
5,454
-26
63
$472K 0.15%
5,025
+30
64
$465K 0.15%
12,731
+137
65
$465K 0.15%
8,895
+96
66
$463K 0.15%
5,592
-64
67
$449K 0.14%
4,331
-7
68
$446K 0.14%
23,734
-103
69
$442K 0.14%
2,910
+14
70
$439K 0.14%
4,164
-107
71
$439K 0.14%
6,302
-39
72
$433K 0.14%
13,458
+6
73
$432K 0.14%
13,059
+114
74
$427K 0.13%
2,121
-20
75
$415K 0.13%
899
-6
1 2
3
4 5