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
$282M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$35K
2
+$22.8K
3
+$5.45K
4
MS icon
Morgan Stanley
MS
+$4.58K
5
LAZ icon
Lazard
LAZ
+$3.92K

Top Sells

1
+$469K
2
+$249K
3
+$232K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$219K
5
RTX icon
RTX Corp
RTX
+$212K

Sector Composition

1 Technology 5.32%
2 Consumer Staples 2.17%
3 Industrials 2.08%
4 Healthcare 1.73%
5 Financials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$105K 0.04%
4,089
+46
127
$63K 0.02%
13,614
-224
128
$62K 0.02%
14,229
-37
129
$35K 0.01%
+15,487
130
$19K 0.01%
2,712
131
$0 ﹤0.01%
+21,180
132
– –
-2,204
133
– –
-1,685
134
– –
-3,648
135
– –
-2,709
136
– –
-8,611
137
– –
-2,000
2 3 4 5
6