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
$383M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$164K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$99.9K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$62K

Top Sells

1
+$3.97M
2
+$805K
3
+$503K
4
VLO icon
Valero Energy
VLO
+$399K
5
MCD icon
McDonald's
MCD
+$252K

Sector Composition

1 Technology 6.57%
2 Consumer Staples 1.69%
3 Communication Services 1.59%
4 Consumer Discretionary 1.54%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$648K 0.17%
6,679
-79
52
$627K 0.16%
12,554
+7
53
$602K 0.16%
56,239
-131
54
$585K 0.15%
3,213
+4
55
$539K 0.14%
3,064
+932
56
$516K 0.13%
12,548
-254
57
$503K 0.13%
14,135
+210
58
$503K 0.13%
6,564
-800
59
$498K 0.13%
10,479
+363
60
$495K 0.13%
2,700
+27
61
$494K 0.13%
11,122
-758
62
$493K 0.13%
5,615
+66
63
$490K 0.13%
3,966
+56
64
$487K 0.13%
973
65
$485K 0.13%
1,087
+1
66
$476K 0.12%
2,008
-44
67
$470K 0.12%
3,965
-11
68
$465K 0.12%
1,245
+2
69
$457K 0.12%
13,510
+163
70
$445K 0.12%
4,879
+15
71
$441K 0.12%
1,948
+53
72
$440K 0.12%
1,997
+57
73
$436K 0.11%
513
+13
74
$434K 0.11%
21,701
-50
75
$434K 0.11%
6,853
-239
1 2
3
4 5