SAM

Sherman Asset Management Portfolio holdings

AUM $116M
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$979K
3
+$709K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$222K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$219K

Top Sells

1
+$4.26M
2
+$973K
3
+$360K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$188K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$111K

Sector Composition

1 Technology 12.23%
2 Communication Services 6.66%
3 Consumer Discretionary 3.82%
4 Consumer Staples 3%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
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