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
$367M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$1.53M
3 +$903K
4
IBM icon
IBM
IBM
+$757K
5
LAZ icon
Lazard
LAZ
+$385K

Top Sells

1 +$4.53M
2 +$698K
3 +$621K
4
ES icon
Eversource Energy
ES
+$540K
5
BHK icon
BlackRock Core Bond Trust
BHK
+$527K

Sector Composition

1 Technology 4.47%
2 Communication Services 3.03%
3 Financials 2.01%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$210K 0.06%
3,337
+15
127
$210K 0.06%
3,208
-64
128
$208K 0.06%
+2,906
129
$204K 0.06%
7,888
-23
130
$201K 0.05%
3,260
-100
131
$195K 0.05%
21,183
-3,424
132
$145K 0.04%
3,835
-1,727
133
$94K 0.03%
13,157
-909
134
-20,296
135
-34,891
136
-3,100
137
-9,975
138
-23,811
139
-8,664
140
-1,940
141
-27,560
142
-21,849
143
-17,278
144
-6,243
145
-49,515
146
-32,326
147
-12,175
148
-8,221
149
-39,798