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SDAM

Shulman DeMeo Asset Management Portfolio holdings

AUM $471M
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
-$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$457K
3
+$423K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$367K
5
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$190K

Top Sells

1
+$5.72M
2
+$1.17M
3
+$575K
4
BHK icon
BlackRock Core Bond Trust
BHK
+$527K
5
EGF
Blackrock Enhanced Government Fund, Inc.
EGF
+$469K

Sector Composition

1 Technology 4.13%
2 Communication Services 3.18%
3 Financials 2.12%
4 Healthcare 1.61%
5 Consumer Staples 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,544
127
– –
-7,716
128
– –
-2,391
129
– –
-2,186
130
– –
-4,504
131
– –
-826
132
– –
-7,702
133
– –
-6,502
2 3 4 5
6