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
$378M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$241K
2
+$218K
3
+$111K
4
MSFT icon
Microsoft
MSFT
+$105K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.1K

Top Sells

1
+$1.4M
2
+$1.03M
3
+$404K
4
LAZ icon
Lazard
LAZ
+$378K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$202K

Sector Composition

1 Technology 5.75%
2 Consumer Staples 1.91%
3 Consumer Discretionary 1.8%
4 Financials 1.56%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.08%
27,973
-129
102
$295K 0.08%
4,407
103
$293K 0.08%
30,875
-428
104
$279K 0.07%
9,156
+3
105
$276K 0.07%
1,453
-50
106
$272K 0.07%
1,409
107
$270K 0.07%
13,378
-78
108
$269K 0.07%
945
-1
109
$257K 0.07%
1,739
-566
110
$253K 0.07%
471
+1
111
$252K 0.07%
895
-156
112
$248K 0.07%
19,129
-380
113
$245K 0.06%
473
+1
114
$241K 0.06%
+1,047
115
$236K 0.06%
5,275
+382
116
$235K 0.06%
2,312
-33
117
$229K 0.06%
1,000
118
$228K 0.06%
584
-6
119
$219K 0.06%
2,751
+3
120
$218K 0.06%
+652
121
$216K 0.06%
1,026
-32
122
$206K 0.05%
7,243
-12
123
$202K 0.05%
16,533
-465
124
$197K 0.05%
22,568
125
$196K 0.05%
16,252
-495
2 3 4
5
6