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
$103M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$948K
3
+$460K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$221K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$132K

Top Sells

1
+$48.7K
2
+$18K

Sector Composition

1 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.1M 33.1%
464,246
+12,912
2
$32.2M 31.29%
1,460,201
+20,837
3
$15.2M 14.79%
770,312
+6,687
4
$13.4M 12.97%
510,035
+8,454
5
$6.47M 6.28%
234,715
+2,580
6
$985K 0.96%
+1,916
7
$434K 0.42%
18,723
-2,104
8
$204K 0.2%
918
-81