SP
Sherman Porfolios Portfolio holdings
AUM
$1.47B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$1.47B
AUM Growth
+$1.19B
(+424%)
Holding
189
Top Buys
| 1 | +$211M | |
| 2 | +$154M | |
| 3 | +$142M | |
| 4 |
Marriott International
MAR
|
+$56.6M |
| 5 |
Caterpillar
CAT
|
+$41.2M |
Top Sells
| 1 | +$25.7M | |
| 2 | +$11.8M | |
| 3 | +$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 | 24.01% |
| 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 | |
|---|---|---|---|---|---|---|
176
Marvell Technology
MRVL
$69.2B
| – | – |
-7,129
|
|
||
177
Cloudflare
NET
$60.6B
| – | – |
-946
|
|
||
178
NRG Energy
NRG
$38.6B
| – | – |
-4,294
|
|
||
179
Oracle
ORCL
$418B
| – | – |
-3,381
|
|
||
180
O'Reilly Automotive
ORLY
$79B
| – | – |
-5,355
|
|
||
181
Roblox
RBLX
$48.7B
| – | – |
-2,104
|
|
||
182
Royal Caribbean
RCL
$84.1B
| – | – |
-2,497
|
|
||
183
Rocket Lab Corp
RKLB
$36.9B
| – | – |
-5,370
|
|
||
184
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.3B
| – | – |
-11,244
|
|
||
185
Surf Air Mobility
SRFM
$123M
| – | – |
-29,219
|
|
||
186
Tapestry
TPR
$31.5B
| – | – |
-10,398
|
|
||
187
Vistra
VST
$58.9B
| – | – |
-4,508
|
|
||
188
GE Vernova
GEV
$235B
| – | – |
-1,452
|
|
||
|
TLN
189
Talen Energy Corp
TLN
$16.9B
| – | – |
-613
|
|