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SP
Sherman Porfolios Portfolio holdings
AUM
$1.3B
1-Year Est. Return
35.18%
This Fund
S&P 500
This Quarter
Est. Return
+4.64%
1 Year Est. Return
+35.18%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.47B
AUM Growth
+$1.19B
(+424%)
Cap. Flow
+$1.15B
Cap. Flow
% of AUM
78.51%
Top 10 Holdings %
Top 10 Hldgs %
54.32%
Holding
189
New
119
Increased
29
Reduced
8
Closed
33
Top Buys
| 1 |
Microsoft
MSFT
|
+$211M |
| 2 |
S&P Global
SPGI
|
+$154M |
| 3 |
Goldman Sachs
GS
|
+$142M |
| 4 |
Marriott International
MAR
|
+$56.6M |
| 5 |
Caterpillar
CAT
|
+$41.2M |
Top Sells
| 1 |
iShares US Financials ETF
IYF
|
+$25.7M |
| 2 |
SPDR Gold Trust
GLD
|
+$11.8M |
| 3 |
iShares US Technology ETF
IYW
|
+$9.27M |
| 4 |
iShares US Telecommunications ETF
IYZ
|
+$8.65M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$8.54M |
Sector Composition
| 1 | Financials | 24.25% |
| 2 | Technology | 19.36% |
| 3 | Consumer Discretionary | 9.56% |
| 4 | Industrials | 5.93% |
| 5 | Healthcare | 4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SoFi Technologies
SOFI
$23.3B
| $731K | 0.05% |
27,923
+13,822
| +98% | +$385K |
|
127
AST SpaceMobile
ASTS
$20.2B
| $728K | 0.05% |
+10,027
| New | +$716K |
|
128
MP Materials
MP
$8.81B
| $727K | 0.05% |
14,395
+10,643
| +284% | +$675K |
|
129
Coherent
COHR
$60.1B
| $696K | 0.05% |
+3,771
| New | +$564K |
|
130
APA Corp
APA
$12.3B
| $634K | 0.04% |
+25,920
| New | +$627K |
|
131
Astera Labs
ALAB
$62.1B
| $610K | 0.04% |
+3,668
| New | +$614K |
|
|
EXAS
132
DELISTED
Exact Sciences
EXAS
| $603K | 0.04% |
+5,936
| New | +$477K |
|
133
Robinhood
HOOD
$98.6B
| $574K | 0.04% |
5,073
+2,789
| +122% | +$363K |
|
134
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
| $549K | 0.04% |
+3,895
| New | +$545K |
|
135
Vertiv
VRT
$117B
| $543K | 0.04% |
+3,350
| New | +$582K |
|
136
Insmed
INSM
$23.7B
| $516K | 0.04% |
+2,963
| New | +$541K |
|
137
Vanguard Total Stock Market ETF
VTI
$663B
| $488K | 0.03% |
1,455
+656
| +82% | +$218K |
|
138
Tesla
TSLA
$1.48T
| $407K | 0.03% |
+906
| New | +$402K |
|
139
Royal Gold
RGLD
$16.4B
| $384K | 0.03% |
+1,726
| New | +$342K |
|
140
iShares Gold Trust
IAU
$62.1B
| $347K | 0.02% |
+4,279
| New | +$335K |
|
141
WisdomTree Japan Hedged Equity Fund
DXJ
$7.19B
| $336K | 0.02% |
+2,331
| New | +$320K |
|
142
DXC Technology
DXC
$1.57B
| $335K | 0.02% |
+22,845
| New | +$314K |
|
143
iShares US Home Construction ETF
ITB
$2.44B
| $308K | 0.02% |
+3,203
| New | +$323K |
|
144
abrdn Physical Gold Shares ETF
SGOL
$6.83B
| $302K | 0.02% |
+7,349
| New | +$291K |
|
145
iShares Core S&P Small-Cap ETF
IJR
$109B
| $301K | 0.02% |
+2,503
| New | +$299K |
|
|
ECHO
146
EchoStar
ECHO
$26.9B
| $277K | 0.02% |
+2,544
| New | +$207K |
|
147
Roivant Sciences
ROIV
$24.8B
| $273K | 0.02% |
+12,573
| New | +$248K |
|
148
Elanco Animal Health
ELAN
$12.6B
| $268K | 0.02% |
+11,829
| New | +$257K |
|
149
PepsiCo
PEP
$189B
| $247K | 0.02% |
1,722
+56
| +3% | +$8.23K |
|
150
NVIDIA
NVDA
$4.93T
| $243K | 0.02% |
1,304
-5,465
| -81% | -$1.02M |
|
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