SDAM
Shulman DeMeo Asset Management Portfolio holdings
AUM
$404M
This Quarter Return
-0.71%
1 Year Return
+13.51%
3 Year Return
+58.75%
5 Year Return
+96.11%
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-55%)
Cap. Flow
-$143M
Cap. Flow
% of AUM
-123.66%
Top 10 Holdings %
Top 10 Hldgs %
63.84%
Holding
145
New
82
Increased
–
Reduced
2
Closed
60
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$11.8M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.91M |
| 3 |
Apple
AAPL
|
$9.56M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$8.63M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$5.46M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$179M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$6.62M |
| 3 |
SPDR ICE Preferred Securities ETF
PSK
|
$5.57M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$4.67M |
| 5 |
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% |
