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
$383M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$164K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$99.9K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$62K

Top Sells

1
+$3.97M
2
+$805K
3
+$503K
4
VLO icon
Valero Energy
VLO
+$399K
5
MCD icon
McDonald's
MCD
+$252K

Sector Composition

1 Technology 6.57%
2 Consumer Staples 1.69%
3 Communication Services 1.59%
4 Consumer Discretionary 1.54%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433K 0.11%
7,556
-1,092
77
$413K 0.11%
2,338
+31
78
$409K 0.11%
804
+7
79
$409K 0.11%
2,067
-2
80
$408K 0.11%
6,818
-78
81
$405K 0.11%
4,231
-397
82
$398K 0.1%
913
+3
83
$393K 0.1%
3,438
-27
84
$379K 0.1%
21,849
85
$377K 0.1%
3,797
-20
86
$363K 0.09%
3,293
+3
87
$360K 0.09%
1,553
+4
88
$359K 0.09%
1,681
-4
89
$359K 0.09%
455
+11
90
$344K 0.09%
1,883
91
$342K 0.09%
7,501
-898
92
$333K 0.09%
3,590
+1
93
$318K 0.08%
4,407
94
$317K 0.08%
1,738
-1,291
95
$310K 0.08%
1,596
+2
96
$303K 0.08%
58,189
-47
97
$298K 0.08%
27,973
98
$298K 0.08%
1,804
-4,880
99
$297K 0.08%
950
+5
100
$290K 0.08%
13,325
-53
2 3
4
5 6