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
$371M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$222K
2
+$202K
3
+$37K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$17.5K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$12.1K

Top Sells

1
+$23.3M
2
+$4.07M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$966K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$714K

Sector Composition

1 Technology 6.47%
2 Consumer Discretionary 1.83%
3 Communication Services 1.69%
4 Consumer Staples 1.65%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.11%
1,795
+54
77
$385K 0.1%
1,705
+3
78
$382K 0.1%
1,677
-276
79
$382K 0.1%
2,006
-1,130
80
$370K 0.1%
1,888
+2
81
$344K 0.09%
2,779
-516
82
$341K 0.09%
1,932
-407
83
$338K 0.09%
16,861
-6,070
84
$332K 0.09%
6,356
-125
85
$329K 0.09%
7,300
86
$326K 0.09%
3,289
-119
87
$318K 0.09%
13,282
88
$314K 0.08%
1,563
+3
89
$313K 0.08%
58,116
90
$299K 0.08%
1,329
-43
91
$299K 0.08%
30,769
-106
92
$297K 0.08%
8,165
-776
93
$287K 0.08%
11,938
-31
94
$283K 0.08%
2,340
+14
95
$280K 0.08%
2,035
+269
96
$276K 0.07%
1,816
97
$275K 0.07%
1,650
98
$267K 0.07%
4,256
-47
99
$262K 0.07%
459
100
$258K 0.07%
5,401
-381
2 3
4
5 6