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
$258M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$450K
3
+$436K
4
NZF icon
Nuveen Municipal Credit Income Fund
NZF
+$398K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$333K

Top Sells

1
+$22.3M
2
+$11.5M
3
+$9.97M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.54M
5
AAPL icon
Apple
AAPL
+$8.27M

Sector Composition

1 Communication Services 3.55%
2 Financials 1.3%
3 Energy 0.75%
4 Healthcare 0.4%
5 Technology 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
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