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SP

Sherman Porfolios Portfolio holdings

AUM $1.3B
1-Year Est. Return 35.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$2.3M
3
+$1.13M
4
AMD icon
Advanced Micro Devices
AMD
+$1.05M
5
WDC icon
Western Digital
WDC
+$1M

Top Sells

1
+$24.3M
2
+$2.16M
3
+$1.4M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.31M
5
AXON icon
Axon Enterprise
AXON
+$1M

Sector Composition

1 Technology 4.97%
2 Industrials 1.52%
3 Consumer Discretionary 1.26%
4 Consumer Staples 0.68%
5 Utilities 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.37%
5,037
-82
27
$971K 0.35%
+11,519
28
$962K 0.34%
7,772
-677
29
$951K 0.34%
+3,381
30
$935K 0.33%
3,109
-60
31
$893K 0.32%
1,452
-173
32
$883K 0.32%
4,508
-47
33
$808K 0.29%
+2,497
34
$768K 0.27%
+3,559
35
$734K 0.26%
3,739
-1,607
36
$695K 0.25%
4,294
-852
37
$660K 0.24%
3,040
-36
38
$628K 0.22%
+6,072
39
$599K 0.21%
+7,129
40
$580K 0.21%
+6,150
41
$577K 0.21%
5,355
-546
42
$483K 0.17%
+24,750
43
$460K 0.16%
+7,997
44
$405K 0.14%
15,362
+7,106
45
$404K 0.14%
1,487
+71
46
$398K 0.14%
17,075
+6,943
47
$373K 0.13%
+14,101
48
$333K 0.12%
1,516
-2,480
49
$327K 0.12%
2,284
-326
50
$294K 0.1%
+1,829
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