SP
Sherman Porfolios Portfolio holdings
AUM
$1.47B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$280M
AUM Growth
+$26M
(+10%)
Holding
85
Top Buys
| 1 | +$25M | |
| 2 | +$2.3M | |
| 3 | +$1.13M | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.05M |
| 5 |
Western Digital
WDC
|
+$1M |
Top Sells
| 1 | +$24.3M | |
| 2 | +$2.16M | |
| 3 | +$1.4M | |
| 4 |
iShares US Real Estate ETF
IYR
|
+$1.31M |
| 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
EQT Corp
EQT
$38.3B
| – | – |
-14,699
|
|
||
77
Exelixis
EXEL
$11.4B
| – | – |
-5,507
|
|
||
78
Johnson Controls International
JCI
$88.3B
| – | – |
-7,896
|
|
||
79
The Mosaic Company
MOS
$8.84B
| – | – |
-18,998
|
|
||
80
Strategy Inc
MSTR
$43.2B
| – | – |
-935
|
|
||
81
Netflix
NFLX
$406B
| – | – |
-5,970
|
|
||
82
Philip Morris
PM
$291B
| – | – |
-4,541
|
|
||
83
AT&T
T
$196B
| – | – |
-12,017
|
|
||
84
Take-Two Interactive
TTWO
$39.2B
| – | – |
-4,073
|
|
||
85
UGI
UGI
$8.03B
| – | – |
-10,116
|
|