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
$115M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Sells

1 +$179M
2 +$6.62M
3 +$5.57M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.67M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$4.33M

Sector Composition

1 Technology 14.54%
2 Industrials 5.92%
3 Consumer Discretionary 5.38%
4 Consumer Staples 4.4%
5 Financials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$223K 0.19%
+3,392
77
$219K 0.19%
+1,000
78
$211K 0.18%
+3,641
79
$209K 0.18%
+868
80
$207K 0.18%
+511
81
$205K 0.18%
+3,260
82
$203K 0.18%
+3,164
83
$151K 0.13%
+3,912
84
$107K 0.09%
+13,405
85
$91K 0.08%
+14,563
86
-1,067
87
-104,334
88
-19,942
89
-33,716
90
-7,127
91
-9,703
92
-4,859
93
-20,027
94
-23,132
95
-31,614
96
-16,414
97
-17,090
98
-3,745
99
-2,645
100
-14,096