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
$318M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$225K
3
+$203K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$158K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$57K

Top Sells

1
+$320K
2
+$260K
3
+$222K
4
TSN icon
Tyson Foods
TSN
+$210K
5
MCK icon
McKesson
MCK
+$203K

Sector Composition

1 Technology 5.59%
2 Industrials 2.32%
3 Consumer Staples 1.99%
4 Financials 1.63%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$414K 0.13%
3,201
+9
77
$404K 0.13%
9,061
-602
78
$402K 0.13%
11,455
-22
79
$401K 0.13%
849
+21
80
$397K 0.12%
22,137
-73
81
$389K 0.12%
2,286
-16
82
$380K 0.12%
8,484
-4
83
$372K 0.12%
1,078
+1
84
$367K 0.12%
3,932
-5
85
$366K 0.11%
3,543
-8
86
$364K 0.11%
2,610
-37
87
$349K 0.11%
21,849
88
$341K 0.11%
5,601
+20
89
$340K 0.11%
7,491
+53
90
$337K 0.11%
58,740
-140
91
$334K 0.11%
13,708
-25
92
$331K 0.1%
1,657
-5
93
$327K 0.1%
489
-2
94
$323K 0.1%
2,388
+3
95
$313K 0.1%
28,913
96
$311K 0.1%
826
+3
97
$309K 0.1%
31,663
98
$303K 0.1%
1,966
+3
99
$299K 0.09%
1,409
100
$294K 0.09%
1,538
-22
2 3
4
5 6