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
$334M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$290K
3
+$254K
4
TSLA icon
Tesla
TSLA
+$229K
5
O icon
Realty Income
O
+$204K

Top Sells

1
+$2.08M
2
+$568K
3
+$498K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$484K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$341K

Sector Composition

1 Technology 6.27%
2 Industrials 2.14%
3 Consumer Staples 1.95%
4 Financials 1.58%
5 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$411K 0.12%
3,965
+33
77
$406K 0.12%
21,960
-177
78
$397K 0.12%
870
-29
79
$393K 0.12%
965
+139
80
$387K 0.12%
8,550
-511
81
$384K 0.12%
8,430
-54
82
$380K 0.11%
11,446
-9
83
$379K 0.11%
1,680
+23
84
$370K 0.11%
10,966
-2,492
85
$367K 0.11%
2,393
+5
86
$359K 0.11%
746
-103
87
$349K 0.1%
21,849
88
$339K 0.1%
58,520
-220
89
$336K 0.1%
7,558
+67
90
$334K 0.1%
1,611
+73
91
$323K 0.1%
4,163
-117
92
$321K 0.1%
13,570
-138
93
$319K 0.1%
1,966
94
$314K 0.09%
454
-35
95
$309K 0.09%
2,632
+22
96
$303K 0.09%
28,447
-466
97
$299K 0.09%
31,326
-337
98
$298K 0.09%
1,409
99
$295K 0.09%
4,890
-130
100
$290K 0.09%
+6,850
2 3
4
5 6