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
101
$289K 0.09%
5,020
-920
102
$287K 0.09%
4,280
-46
103
$274K 0.09%
3,589
104
$270K 0.08%
964
-6
105
$262K 0.08%
8,901
+5
106
$256K 0.08%
1,057
-13
107
$255K 0.08%
8,969
-17
108
$252K 0.08%
955
109
$248K 0.08%
+1,194
110
$243K 0.08%
3,105
+85
111
$239K 0.08%
1,341
+16
112
$235K 0.07%
644
-8
113
$229K 0.07%
13,953
-52
114
$228K 0.07%
458
-3
115
$225K 0.07%
+2,166
116
$224K 0.07%
1,358
-22
117
$224K 0.07%
487
+1
118
$223K 0.07%
1,608
-28
119
$221K 0.07%
19,704
120
$220K 0.07%
6,089
+20
121
$218K 0.07%
2,935
+10
122
$217K 0.07%
18,170
123
$215K 0.07%
2,195
-4
124
$211K 0.07%
18,107
125
$203K 0.06%
+1,658
2 3 4
5
6