SDAM

Shulman DeMeo Asset Management Portfolio holdings

AUM $441M
1-Year Est. Return 16.96%
This Quarter Est. Return
1 Year Est. Return
+16.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$243K
3
+$235K
4
NFLX icon
Netflix
NFLX
+$225K
5
UNH icon
UnitedHealth
UNH
+$29.9K

Top Sells

1
+$2.88M
2
+$524K
3
+$214K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$153K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$148K

Sector Composition

1 Technology 5.51%
2 Communication Services 1.87%
3 Consumer Staples 1.6%
4 Financials 1.53%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$243K 0.06%
+1,158
102
$242K 0.06%
631
+1
103
$235K 0.06%
+1,488
104
$233K 0.06%
1,238
-89
105
$228K 0.06%
2,751
106
$225K 0.06%
+1,680
107
$224K 0.06%
57,953
108
$222K 0.06%
1,647
-58
109
$222K 0.05%
17,710
-34
110
$217K 0.05%
7,376
111
$203K 0.05%
3,515
+45
112
$196K 0.05%
16,450
-12
113
$189K 0.05%
19,357
-143
114
$183K 0.05%
21,639
-46
115
$118K 0.03%
19,001
-56
116
$90.9K 0.02%
13,348
117
$55.3K 0.01%
11,511
-517
118
$49.9K 0.01%
11,623
-631
119
– –
-15,487
120
– –
-2,164
1 2 3 4
5