SFP

Sherwood Financial Partners Portfolio holdings

AUM $116M
1-Year Est. Return 13.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$847K
2
+$264K
3
+$178K
4
NVDA icon
NVIDIA
NVDA
+$175K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.15K

Top Sells

1
+$874K
2
+$572K
3
+$434K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$234K
5
AAPL icon
Apple
AAPL
+$204K

Sector Composition

1 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.1M 32.13%
1,434,888
-25,313
2
$35M 32.11%
475,898
+11,652
3
$16.1M 14.75%
728,325
-41,987
4
$14.6M 13.37%
520,046
+10,011
5
$6.83M 6.25%
226,464
-8,251
6
$1.09M 1%
1,922
+6
7
$219K 0.2%
+1,389
8
$204K 0.19%
+411
9
– –
-918
10
– –
-18,723