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
$383M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$164K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$99.9K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$62K

Top Sells

1
+$3.97M
2
+$805K
3
+$503K
4
VLO icon
Valero Energy
VLO
+$399K
5
MCD icon
McDonald's
MCD
+$252K

Sector Composition

1 Technology 6.57%
2 Consumer Staples 1.69%
3 Communication Services 1.59%
4 Consumer Discretionary 1.54%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.08%
30,875
102
$283K 0.07%
12,605
-520
103
$283K 0.07%
9,159
+3
104
$270K 0.07%
3,840
-64
105
$268K 0.07%
458
-13
106
$266K 0.07%
1,456
+3
107
$256K 0.07%
473
108
$255K 0.07%
2,320
+8
109
$253K 0.07%
1,739
110
$246K 0.06%
1,351
-58
111
$240K 0.06%
18,801
-328
112
$233K 0.06%
+1,649
113
$231K 0.06%
5,821
+546
114
$225K 0.06%
7,269
+26
115
$218K 0.06%
1,000
116
$207K 0.05%
644
-8
117
$207K 0.05%
1,017
-30
118
$204K 0.05%
16,533
119
$201K 0.05%
16,252
120
$195K 0.05%
22,568
121
$189K 0.05%
19,553
122
$108K 0.03%
19,883
-59
123
$107K 0.03%
15,793
124
$71.9K 0.02%
57,953
125
$58K 0.02%
12,028
-451
2 3 4
5
6