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
$353M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$616K
3
+$461K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$235K
5
MCK icon
McKesson
MCK
+$218K

Top Sells

1
+$574K
2
+$269K
3
+$201K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$173K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$139K

Sector Composition

1 Technology 6.23%
2 Industrials 1.88%
3 Consumer Staples 1.86%
4 Consumer Discretionary 1.65%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.17%
2,357
-68
52
$600K 0.17%
2,292
+57
53
$586K 0.17%
4,197
+70
54
$585K 0.17%
56,687
55
$571K 0.16%
12,495
-664
56
$556K 0.16%
3,196
+29
57
$540K 0.15%
3,023
-780
58
$540K 0.15%
6,770
+20
59
$538K 0.15%
7,475
+627
60
$527K 0.15%
12,420
-5
61
$514K 0.15%
2,069
-15
62
$504K 0.14%
14,000
-168
63
$503K 0.14%
23,502
-95
64
$489K 0.14%
1,224
65
$482K 0.14%
9,546
+695
66
$481K 0.14%
1,960
-137
67
$480K 0.14%
2,368
+138
68
$478K 0.14%
1,085
+5
69
$461K 0.13%
+7,080
70
$450K 0.13%
5,537
+168
71
$448K 0.13%
4,015
-7
72
$439K 0.12%
3,781
-231
73
$437K 0.12%
4,601
+104
74
$437K 0.12%
3,922
+75
75
$425K 0.12%
908
+35
1 2
3
4 5