SDAM

Shulman DeMeo Asset Management Portfolio holdings

AUM $441M
1-Year Est. Return 16.96%
This Quarter Est. Return
1 Year Est. Return
+16.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$243K
3
+$235K
4
NFLX icon
Netflix
NFLX
+$225K
5
UNH icon
UnitedHealth
UNH
+$29.9K

Top Sells

1
+$2.88M
2
+$524K
3
+$214K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$153K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$148K

Sector Composition

1 Technology 5.51%
2 Communication Services 1.87%
3 Consumer Staples 1.6%
4 Financials 1.53%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.15%
13,499
-409
52
$594K 0.15%
54,367
-1,290
53
$592K 0.15%
1,165
-84
54
$585K 0.14%
2,005
-14
55
$576K 0.14%
14,115
+49
56
$572K 0.14%
1,085
-5
57
$571K 0.14%
5,294
+31
58
$570K 0.14%
5,494
-135
59
$558K 0.14%
6,135
+4
60
$557K 0.14%
980
61
$532K 0.13%
6,571
-7
62
$492K 0.12%
497
-13
63
$479K 0.12%
3,126
-13
64
$464K 0.11%
1,991
-5
65
$457K 0.11%
21,416
-62
66
$456K 0.11%
911
+1
67
$455K 0.11%
1,427
-132
68
$438K 0.11%
9,218
-42
69
$438K 0.11%
2,321
-809
70
$432K 0.11%
3,242
-3
71
$417K 0.1%
14,407
+6
72
$403K 0.1%
1,631
-67
73
$402K 0.1%
9,472
-74
74
$401K 0.1%
16,557
-443
75
$389K 0.1%
21,849
1 2
3
4 5