SCM
Sheridan Capital Management Portfolio holdings
AUM
$145M
This Quarter Return
+9.55%
1 Year Return
+11.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.7%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$29.7M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$18.6M |
| 3 |
Vanguard Mega Cap Value ETF
MGV
|
$15.5M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$12.5M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$7.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.64% |
| 2 | Communication Services | 0.18% |
