SCM

Sheridan Capital Management Portfolio holdings

AUM $145M
1-Year Est. Return 11.21%
This Quarter Est. Return
1 Year Est. Return
+11.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$868K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$953K
2 +$237K
3 +$152K
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$149K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$122K

Sector Composition

1 Technology 0.89%
2 Consumer Discretionary 0.18%
3 Communication Services 0.18%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$232K 0.16%
802
-10
27
$204K 0.14%
4,500
28
-605