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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
+3.36%
1 Year Est. Return
+35.18%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.3B
AUM Growth
-$163M
Cap. Flow
-$121M
Cap. Flow %
-9.27%
Top 10 Hldgs %
74.66%
Holding
175
New
19
Increased
50
Reduced
25
Closed
77

Top Buys

1
IWM icon
iShares Russell 2000 ETF
IWM
+$235M
2
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$234M
3
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$232M
4
GLD icon
SPDR Gold Trust
GLD
+$67.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$24.3M

Top Sells

1
MSFT icon
Microsoft
MSFT
+$167M
2
SPGI icon
S&P Global
SPGI
+$163M
3
GS icon
Goldman Sachs
GS
+$153M
4
MAR icon
Marriott International
MAR
+$61.5M
5
CAT icon
Caterpillar
CAT
+$42.5M

Sector Composition

1 Technology 4.42%
2 Healthcare 3.44%
3 Energy 2.71%
4 Financials 2.29%
5 Consumer Staples 1.62%

No holdings matched the selected filter criteria.

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