SDAM
Shulman DeMeo Asset Management Portfolio holdings
AUM
$404M
This Quarter Return
-13.45%
1 Year Return
+13.51%
3 Year Return
+58.75%
5 Year Return
+96.11%
10 Year Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.89%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$118M |
| 2 |
Invesco QQQ Trust
QQQ
|
$8.62M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$4.62M |
| 4 |
SPDR ICE Preferred Securities ETF
PSK
|
$4.5M |
| 5 |
iShares Core High Dividend ETF
HDV
|
$4.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 2.87% |
| 2 | Technology | 1.95% |
| 3 | Healthcare | 1.18% |
| 4 | Financials | 1.18% |
| 5 | Energy | 0.89% |
