SDAM
Shulman DeMeo Asset Management Portfolio holdings
AUM
$404M
This Quarter Return
+7.54%
1 Year Return
+13.51%
3 Year Return
+58.75%
5 Year Return
+96.11%
10 Year Return
–
AUM
$301M
AUM Growth
+$301M
(+6.8%)
Cap. Flow
-$606K
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
75.37%
Holding
139
New
8
Increased
38
Reduced
75
Closed
5
Top Buys
| 1 |
Boeing
BA
|
$268K |
| 2 |
TJX Companies
TJX
|
$240K |
| 3 |
HCA Healthcare
HCA
|
$229K |
| 4 |
RTX Corp
RTX
|
$222K |
| 5 |
Packaging Corp of America
PKG
|
$209K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$550K |
| 2 |
Meta Platforms (Facebook)
META
|
$465K |
| 3 |
Nike
NKE
|
$361K |
| 4 |
Tesla
TSLA
|
$321K |
| 5 |
Kinder Morgan
KMI
|
$171K |
Sector Composition
| 1 | Technology | 4.9% |
| 2 | Industrials | 2.43% |
| 3 | Consumer Staples | 2.19% |
| 4 | Healthcare | 1.94% |
| 5 | Financials | 1.81% |
