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
$302M
AUM Growth
-$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$419K
3
+$174K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$159K
5
AMZN icon
Amazon
AMZN
+$98.1K

Top Sells

1
+$1.45M
2
+$688K
3
+$543K
4
T icon
AT&T
T
+$484K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$460K

Sector Composition

1 Technology 5.28%
2 Consumer Staples 2.21%
3 Industrials 2.15%
4 Healthcare 1.99%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$418K 0.14%
8,491
+88
77
$407K 0.13%
9,734
+112
78
$400K 0.13%
3,122
-1,899
79
$395K 0.13%
22,493
-39
80
$393K 0.13%
2,859
+12
81
$391K 0.13%
9,172
+189
82
$390K 0.13%
11,519
-437
83
$378K 0.13%
5,290
+39
84
$376K 0.12%
21,849
85
$373K 0.12%
1,247
+3
86
$366K 0.12%
3,443
+923
87
$364K 0.12%
59,666
-57
88
$362K 0.12%
1,074
+2
89
$359K 0.12%
4,014
+2
90
$352K 0.12%
13,909
91
$344K 0.11%
10,953
92
$337K 0.11%
32,077
-180
93
$337K 0.11%
29,762
-329
94
$320K 0.11%
2,442
+4
95
$314K 0.1%
6,823
+175
96
$313K 0.1%
7,504
+59
97
$311K 0.1%
5,949
98
$307K 0.1%
504
+9
99
$303K 0.1%
2,366
+12
100
$296K 0.1%
1,692
+16
2 3
4
5 6