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
$334M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$290K
3
+$254K
4
TSLA icon
Tesla
TSLA
+$229K
5
O icon
Realty Income
O
+$204K

Top Sells

1
+$2.08M
2
+$568K
3
+$498K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$484K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$341K

Sector Composition

1 Technology 6.27%
2 Industrials 2.14%
3 Consumer Staples 1.95%
4 Financials 1.58%
5 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$576K 0.17%
56,717
-295
52
$569K 0.17%
7,390
-401
53
$553K 0.17%
9,777
-317
54
$541K 0.16%
2,067
+873
55
$532K 0.16%
14,329
-615
56
$522K 0.16%
4,364
+33
57
$515K 0.15%
12,453
-92
58
$510K 0.15%
3,167
+257
59
$506K 0.15%
1,249
+22
60
$486K 0.15%
4,691
-714
61
$465K 0.14%
3,570
+27
62
$465K 0.14%
8,981
+86
63
$461K 0.14%
23,599
-135
64
$452K 0.14%
5,373
+69
65
$449K 0.13%
6,390
+88
66
$448K 0.13%
5,013
-76
67
$447K 0.13%
4,940
-514
68
$442K 0.13%
2,159
+38
69
$433K 0.13%
1,079
+1
70
$430K 0.13%
13,437
+378
71
$428K 0.13%
4,038
-126
72
$424K 0.13%
4,618
-407
73
$421K 0.13%
2,274
-12
74
$417K 0.12%
5,141
-451
75
$414K 0.12%
12,868
+137
1 2
3
4 5