SP
Sherman Porfolios Portfolio holdings
AUM
$280M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$254M
AUM Growth
–
Holding
57
Top Buys
| 1 | +$29M | |
| 2 | +$23.9M | |
| 3 | +$23.8M | |
| 4 |
iShares US Financials ETF
IYF
|
+$23.8M |
| 5 |
iShares US Technology ETF
IYW
|
+$23.7M |
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
MP Materials
MP
$10.9B
| $227K | 0.09% |
+6,824
|
|
||
52
Schwab International Equity ETF
SCHF
$60.1B
| $224K | 0.09% |
+10,132
|
|
||
53
Hims & Hers Health
HIMS
$5.24B
| $223K | 0.09% |
+4,467
|
|
||
54
PepsiCo
PEP
$233B
| $220K | 0.09% |
+1,666
|
|
||
55
Roblox
RBLX
$46.6B
| $220K | 0.09% |
+2,090
|
|
||
56
Microsoft
MSFT
$2.98T
| $212K | 0.08% |
+426
|
|
||
57
Schwab US Large- Cap ETF
SCHX
$64.4B
| $202K | 0.08% |
+8,256
|
|