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
101
$287K 0.09%
963
-1
102
$263K 0.08%
2,173
+7
103
$260K 0.08%
858
-97
104
$258K 0.08%
3,046
-59
105
$257K 0.08%
8,969
106
$252K 0.08%
1,446
+88
107
$249K 0.07%
462
+4
108
$243K 0.07%
13,593
-360
109
$241K 0.07%
8,279
-622
110
$238K 0.07%
628
-16
111
$236K 0.07%
1,065
+8
112
$229K 0.07%
1,728
-1,473
113
$229K 0.07%
2,751
-838
114
$227K 0.07%
19,511
-193
115
$213K 0.06%
2,179
-16
116
$213K 0.06%
1,614
+6
117
$211K 0.06%
18,121
-49
118
$209K 0.06%
471
-16
119
$207K 0.06%
18,058
-49
120
$204K 0.06%
+3,405
121
$202K 0.06%
6,115
+26
122
$183K 0.05%
20,491
-71
123
$182K 0.05%
28,144
124
$178K 0.05%
22,570
-180
125
$141K 0.04%
4,184
+46
2 3 4
5
6