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SG
Sherry Group Portfolio holdings
AUM
$91.6M
This Fund
S&P 500
This Quarter
Est. Return
+0.7%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$95.4M
AUM Growth
–
Cap. Flow
+$94.7M
Cap. Flow
% of AUM
99.24%
Top 10 Holdings %
Top 10 Hldgs %
66.81%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
+$18.3M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$12.2M |
| 3 |
Vanguard Large-Cap ETF
VV
|
+$8.13M |
| 4 |
Tesla
TSLA
|
+$5.33M |
| 5 |
Vanguard Total Bond Market
BND
|
+$4.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.87% |
| 2 | Consumer Discretionary | 6.86% |
| 3 | Communication Services | 2.97% |
| 4 | Consumer Staples | 2.48% |
| 5 | Financials | 1.5% |
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