SDAM

Shulman DeMeo Asset Management Portfolio holdings

AUM $441M
1-Year Est. Return 16.96%
This Quarter Est. Return
1 Year Est. Return
+16.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$243K
3
+$235K
4
NFLX icon
Netflix
NFLX
+$225K
5
UNH icon
UnitedHealth
UNH
+$29.9K

Top Sells

1
+$2.88M
2
+$524K
3
+$214K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$153K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$148K

Sector Composition

1 Technology 5.51%
2 Communication Services 1.87%
3 Consumer Staples 1.6%
4 Financials 1.53%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.1%
8,165
77
$386K 0.1%
1,886
-2
78
$385K 0.1%
1,561
-3
79
$377K 0.09%
1,700
-81
80
$372K 0.09%
1,616
-92
81
$361K 0.09%
1,651
-46
82
$358K 0.09%
6,108
+41
83
$357K 0.09%
2,010
+2
84
$354K 0.09%
1,114
-207
85
$343K 0.09%
2,575
-207
86
$337K 0.08%
5,273
-214
87
$335K 0.08%
57,639
-116
88
$333K 0.08%
454
-5
89
$317K 0.08%
13,082
-63
90
$314K 0.08%
11,649
-186
91
$300K 0.07%
4,256
-121
92
$298K 0.07%
3,318
+16
93
$285K 0.07%
915
+96
94
$282K 0.07%
2,284
+3
95
$273K 0.07%
1,021
+1
96
$263K 0.07%
944
-28
97
$247K 0.06%
25,422
-131
98
$246K 0.06%
11,004
-2,278
99
$246K 0.06%
1,862
+17
100
$245K 0.06%
5,404
+58
1 2 3
4
5