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
$371M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$222K
2
+$202K
3
+$37K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$17.5K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$12.1K

Top Sells

1
+$23.3M
2
+$4.07M
3
+$1.56M
4
NVDA icon
NVIDIA
NVDA
+$966K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$714K

Sector Composition

1 Technology 6.47%
2 Consumer Discretionary 1.83%
3 Communication Services 1.69%
4 Consumer Staples 1.65%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-663
127
– –
-26,921
128
– –
-458
129
– –
-2,787
130
– –
-474
131
– –
-10,777
132
– –
-21,849
133
– –
-411
134
– –
-645
2 3 4 5
6