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
1
$34.9M 12.44%
98,047
+2,893
2
$26.7M 9.54%
136,434
-208
3
$26.4M 9.42%
817,539
+15,728
4
$25.7M 9.18%
+231,733
5
$25.7M 9.17%
202,895
+6,339
6
$16.4M 5.86%
220,497
+31,235
7
$15M 5.35%
335,126
+13,558
8
$13.9M 4.96%
247,916
-6,534
9
$13M 4.63%
21,597
-1,226
10
$12.6M 4.49%
104,108
-6,350
11
$12.2M 4.36%
18,311
-3,369
12
$9.65M 3.45%
180,731
-9,422
13
$9.29M 3.32%
99,463
-2,741
14
$3.6M 1.28%
19,724
-1,414
15
$1.81M 0.65%
22,351
+4,380
16
$1.81M 0.65%
16,263
+3,084
17
$1.47M 0.53%
+12,285
18
$1.26M 0.45%
6,769
+5,313
19
$1.22M 0.44%
2,639
-3,109
20
$1.18M 0.42%
10,398
+318
21
$1.15M 0.41%
3,471
+231
22
$1.13M 0.4%
+11,244
23
$1.12M 0.4%
+4,756
24
$1.06M 0.38%
10,889
-13,621
25
$1.05M 0.38%
+6,509
1
2 3 4