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
$378M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$241K
2
+$218K
3
+$111K
4
MSFT icon
Microsoft
MSFT
+$105K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.1K

Top Sells

1
+$1.4M
2
+$1.03M
3
+$404K
4
LAZ icon
Lazard
LAZ
+$378K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$202K

Sector Composition

1 Technology 5.75%
2 Consumer Staples 1.91%
3 Consumer Discretionary 1.8%
4 Financials 1.56%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$632K 0.17%
4,187
-10
52
$619K 0.16%
8,622
-138
53
$609K 0.16%
6,758
-12
54
$603K 0.16%
56,370
-317
55
$600K 0.16%
3,209
+13
56
$562K 0.15%
7,364
-111
57
$557K 0.15%
3,029
+6
58
$551K 0.15%
2,052
-240
59
$539K 0.14%
12,802
-4,408
60
$527K 0.14%
11,880
-540
61
$510K 0.14%
1,243
+19
62
$506K 0.13%
2,307
-61
63
$505K 0.13%
10,116
+570
64
$504K 0.13%
13,925
-75
65
$503K 0.13%
23,435
-67
66
$502K 0.13%
3,910
-12
67
$496K 0.13%
7,092
+12
68
$494K 0.13%
1,940
+216
69
$481K 0.13%
3,976
-39
70
$478K 0.13%
5,549
+12
71
$473K 0.13%
4,628
+27
72
$468K 0.12%
973
+1
73
$467K 0.12%
3,817
-250
74
$466K 0.12%
1,895
-65
75
$464K 0.12%
13,347
+171
1 2
3
4 5