SP
Sherman Porfolios Portfolio holdings
AUM
$280M
1 Year Est. Return
–
AUM
$280M
AUM Growth
+$26M
(+10%)
Holding
85
Top Buys
| 1 | +$25.7M | |
| 2 | +$2.32M | |
| 3 | +$1.47M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.13M |
| 5 |
Seagate
STX
|
+$1.12M |
Top Sells
| 1 | +$24.8M | |
| 2 | +$2.24M | |
| 3 | +$1.44M | |
| 4 |
iShares US Real Estate ETF
IYR
|
+$1.32M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Strategy Inc
MSTR
$45.6B
| – | – |
-935
|
|
||
77
Netflix
NFLX
$397B
| – | – |
-5,970
|
|
||
78
Philip Morris
PM
$253B
| – | – |
-4,541
|
|
||
79
AT&T
T
$175B
| – | – |
-12,017
|
|
||
80
Take-Two Interactive
TTWO
$46.5B
| – | – |
-4,073
|
|
||
81
UGI
UGI
$8.25B
| – | – |
-10,116
|
|
||
82
VeriSign
VRSN
$22.8B
| – | – |
-2,301
|
|
||
|
83
Axon Enterprise
AXON
$47B
| – | – |
-1,209
|
|
||
84
Cardinal Health
CAH
$49.3B
| – | – |
-4,029
|
|
||
85
Constellation Energy
CEG
$114B
| – | – |
-787
|
|