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
$378M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$241K
2
+$218K
3
+$111K
4
MSFT icon
Microsoft
MSFT
+$105K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.1K

Top Sells

1
+$1.4M
2
+$1.03M
3
+$404K
4
LAZ icon
Lazard
LAZ
+$378K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$202K

Sector Composition

1 Technology 5.75%
2 Consumer Staples 1.91%
3 Consumer Discretionary 1.8%
4 Financials 1.56%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$191K 0.05%
19,553
127
$113K 0.03%
15,793
128
$111K 0.03%
19,942
-98
129
$91.6K 0.02%
57,953
130
$61.6K 0.02%
12,479
131
$59.3K 0.02%
13,256
-109
132
$41.5K 0.01%
4,294
+27
133
$19.7K 0.01%
15,487
134
$19K 0.01%
2,712
135
– –
-2,786
136
– –
-8,908
137
– –
-10,857
2 3 4 5
6