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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
76
– –
-1,591
77
– –
-14,699
78
– –
-5,507
79
– –
-7,896
80
– –
-18,998
81
– –
-935
82
– –
-5,970
83
– –
-4,541
84
– –
-12,017
85
– –
-2,301
1 2 3
4