SDAM
Shulman DeMeo Asset Management Portfolio holdings
AUM
$404M
This Quarter Return
+1.1%
1 Year Return
+13.51%
3 Year Return
+58.75%
5 Year Return
+96.11%
10 Year Return
–
AUM
$371M
AUM Growth
+$371M
(-9.1%)
Cap. Flow
-$39.1M
Cap. Flow
% of AUM
-10.55%
Top 10 Holdings %
Top 10 Hldgs %
80.66%
Holding
134
New
2
Increased
25
Reduced
78
Closed
16
Top Buys
| 1 |
lululemon athletica
LULU
|
$222K |
| 2 |
Kinder Morgan
KMI
|
$202K |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$37K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$17.5K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$12.1K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$23.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.07M |
| 3 |
Apple
AAPL
|
$1.56M |
| 4 |
NVIDIA
NVDA
|
$966K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$714K |
Sector Composition
| 1 | Technology | 6.47% |
| 2 | Consumer Discretionary | 1.83% |
| 3 | Communication Services | 1.69% |
| 4 | Consumer Staples | 1.65% |
| 5 | Financials | 1.5% |
