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
$383M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$164K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$99.9K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$62K

Top Sells

1
+$3.97M
2
+$805K
3
+$503K
4
VLO icon
Valero Energy
VLO
+$399K
5
MCD icon
McDonald's
MCD
+$252K

Sector Composition

1 Technology 6.57%
2 Consumer Staples 1.69%
3 Communication Services 1.59%
4 Consumer Discretionary 1.54%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.01%
12,650
-606
127
$41.6K 0.01%
4,303
+9
128
$16.9K ﹤0.01%
15,487
129
$16.4K ﹤0.01%
2,712
130
– –
-2,335
131
– –
-895
132
– –
-584
133
– –
-1,026
134
– –
-23,435
135
– –
-2,751
2 3 4 5
6