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
$334M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$290K
3
+$254K
4
TSLA icon
Tesla
TSLA
+$229K
5
O icon
Realty Income
O
+$204K

Top Sells

1
+$2.08M
2
+$568K
3
+$498K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$484K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$341K

Sector Composition

1 Technology 6.27%
2 Industrials 2.14%
3 Consumer Staples 1.95%
4 Financials 1.58%
5 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$123K 0.04%
20,169
-206
127
$121K 0.04%
57,953
128
$65.5K 0.02%
13,423
-593
129
$64.8K 0.02%
12,969
-442
130
$47.5K 0.01%
2,712
131
$28.5K 0.01%
15,487
132
– –
-3,799
133
– –
-3,300
134
– –
-5,601
135
– –
-1,658
136
– –
-1,341
137
– –
-2,935
2 3 4 5
6