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
$116M
AUM Growth
+$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$892K
2
+$25K

Top Sells

1
+$487K
2
+$213K
3
+$116K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$47.6K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$19.1K

Sector Composition

1 Technology 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$69.8B
$37.8M 32.57%
1,404,347
-18,237
BND icon
2
Vanguard Total Bond Market
BND
$153B
$36.4M 31.41%
491,967
+11,990
SCHF icon
3
Schwab International Equity ETF
SCHF
$64.3B
$17.3M 14.91%
719,597
-2,003
SCHM icon
4
Schwab US Mid-Cap ETF
SCHM
$14.4B
$15.6M 13.42%
517,868
+837
SCHE icon
5
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$7.33M 6.31%
223,677
-573
VOO icon
6
Vanguard S&P 500 ETF
VOO
$951B
$1.09M 0.94%
1,736
-186
NVDA icon
7
NVIDIA
NVDA
$5.33T
$259K 0.22%
1,389
AAPL icon
8
Apple
AAPL
$4.33T
$240K 0.21%
883
MSFT icon
9
Microsoft
MSFT
$3.03T
– –
-411