SFP

Sherwood Financial Partners Portfolio holdings

AUM $115M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$32.5M
3
+$14.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$13.9M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.4M 33.12%
+1,439,364
2
$32.5M 32.21%
+451,334
3
$14.1M 14.02%
+763,625
4
$13.9M 13.8%
+501,581
5
$6.18M 6.14%
+232,135
6
$473K 0.47%
+20,827
7
$250K 0.25%
+999