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
$361M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$343K
2 +$327K
3 +$252K
4
ALL icon
Allstate
ALL
+$228K
5
RTX icon
RTX Corp
RTX
+$221K

Top Sells

1 +$1.34M
2 +$926K
3 +$716K
4
EPD icon
Enterprise Products Partners
EPD
+$584K
5
DVY icon
iShares Select Dividend ETF
DVY
+$328K

Sector Composition

1 Technology 5.38%
2 Industrials 2.12%
3 Communication Services 2.07%
4 Consumer Staples 1.98%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,235
152
-6,214
153
-3,383