SFP

Sherwood Financial Partners Portfolio holdings

AUM $113M
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$300K
2
+$199K

Top Sells

1
+$312K
2
+$152K
3
+$87.8K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$69.8K

Sector Composition

1 Technology 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.5M 32.68%
1,422,584
-12,304
2
$35.7M 31.14%
479,977
+4,079
3
$16.8M 14.65%
721,600
-6,725
4
$15.3M 13.37%
517,031
-3,015
5
$7.48M 6.53%
224,250
-2,214
6
$1.18M 1.03%
1,922
7
$259K 0.23%
1,389
8
$225K 0.2%
+883
9
$213K 0.19%
411