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
$115M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.91M
3
+$9.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.63M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.46M

Top Sells

1
+$179M
2
+$6.62M
3
+$5.57M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.67M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$4.33M

Sector Composition

1 Technology 14.54%
2 Industrials 5.92%
3 Consumer Discretionary 5.38%
4 Consumer Staples 4.4%
5 Financials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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