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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
51
$292K 0.1%
407
-726
52
$291K 0.1%
2,104
+14
53
$285K 0.1%
+4,170
54
$280K 0.1%
4,934
+467
55
$262K 0.09%
799
56
$261K 0.09%
+613
57
$257K 0.09%
+5,370
58
$252K 0.09%
3,752
-3,072
59
$240K 0.09%
+6,995
60
$237K 0.08%
+1,769
61
$236K 0.08%
456
+30
62
$235K 0.08%
2,241
-236,783
63
$234K 0.08%
1,666
64
$225K 0.08%
+2,985
65
$225K 0.08%
+7,698
66
$203K 0.07%
+946
67
$202K 0.07%
+2,931
68
$202K 0.07%
+722
69
$200K 0.07%
+594
70
$125K 0.04%
+29,219
71
– –
-4,073
72
– –
-10,116
73
– –
-1,209
74
– –
-4,029
75
– –
-787
1 2
3
4