SP

Sherman Porfolios Portfolio holdings

AUM $1.47B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$22.2M
3
+$22.1M
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$22M
5
IYW icon
iShares US Technology ETF
IYW
+$20.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.98%
2 Industrials 1.77%
3 Communication Services 1.08%
4 Consumer Discretionary 1.04%
5 Utilities 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.09%
+6,824
52
$224K 0.09%
+10,132
53
$223K 0.09%
+4,467
54
$220K 0.09%
+1,666
55
$220K 0.09%
+2,090
56
$212K 0.08%
+426
57
$202K 0.08%
+8,256
1 2
3