Asset Manager
← All Institutions
SHERMAN PORFOLIOS, LLC
Market Value
$0
Holdings
56
New Purchases
0
Added To
0
Closed
56
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 12 | $0 | 0% |
| Large Cap | 31 | $0 | 0% |
| Mid Cap | 10 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$351.9B
Median Market Cap
$51.6B
Avg P/E
50.8
Median P/E
30.5
Avg Dividend Yield
0.01%
Avg Beta
1.30
# Stocks
39
# ETFs / Funds
17
Top Holdings (56 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HWM | —% | — | — | — | -$857K | -7,837 | -100.0% | SOLD |
| 2 | TRGP | —% | — | — | — | -$825K | -4,621 | -100.0% | SOLD |
| 3 | NCLH | —% | — | — | — | -$801K | -31,123 | -100.0% | SOLD |
| 4 | CHWY | —% | — | — | — | -$270K | -8,067 | -100.0% | SOLD |
| 5 | MTB | —% | — | — | — | -$750K | -3,991 | -100.0% | SOLD |
| 6 | CAVA | —% | — | — | — | -$204K | -1,812 | -100.0% | SOLD |
| 7 | VST | —% | — | — | — | -$1M | -8,905 | -100.0% | SOLD |
| 8 | WMB | —% | — | — | — | -$838K | -15,485 | -100.0% | SOLD |
| 9 | IRM | —% | — | — | — | -$786K | -7,476 | -100.0% | SOLD |
| 10 | CBRE | —% | — | — | — | -$841K | -6,407 | -100.0% | SOLD |
| 11 | DOCS | —% | — | — | — | -$341K | -6,393 | -100.0% | SOLD |
| 12 | KMI | —% | — | — | — | -$872K | -31,829 | -100.0% | SOLD |
| 13 | CCL | —% | — | — | — | -$1M | -48,341 | -100.0% | SOLD |
| 14 | BX | —% | — | — | — | -$950K | -5,512 | -100.0% | SOLD |
| 15 | SYF | —% | — | — | — | -$835K | -12,851 | -100.0% | SOLD |
| 16 | CNX | —% | — | — | — | -$260K | -7,090 | -100.0% | SOLD |
| 17 | RCL | —% | — | — | — | -$1M | -4,424 | -100.0% | SOLD |
| 18 | COHR | —% | — | — | — | -$257K | -2,718 | -100.0% | SOLD |
| 19 | VNO | —% | — | — | — | -$252K | -5,989 | -100.0% | SOLD |
| 20 | FICO | —% | — | — | — | -$530K | -266 | -100.0% | SOLD |
| 21 | HOOD | —% | — | — | — | -$249K | -6,676 | -100.0% | SOLD |
| 22 | AXON | —% | — | — | — | -$907K | -1,526 | -100.0% | SOLD |
| 23 | APP | —% | — | — | — | -$454K | -1,402 | -100.0% | SOLD |
| 24 | AMZN | —% | — | — | — | -$942K | -4,294 | -100.0% | SOLD |
| 25 | AAPL | —% | — | — | — | -$359K | -1,434 | -100.0% | SOLD |
| 26 | BND | —% | — | — | — | -$10M | -142,087 | -100.0% | SOLD |
| 27 | DASH | —% | — | — | — | -$362K | -2,156 | -100.0% | SOLD |
| 28 | FTNT | —% | — | — | — | -$252K | -2,663 | -100.0% | SOLD |
| 29 | HYG | —% | — | — | — | -$832K | -10,583 | -100.0% | SOLD |
| 30 | LQD | —% | — | — | — | -$819K | -7,666 | -100.0% | SOLD |
| 31 | IYR | —% | — | — | — | -$9M | -100,355 | -100.0% | SOLD |
| 32 | IYC | —% | — | — | — | -$25M | -263,722 | -100.0% | SOLD |
| 33 | PEP | —% | — | — | — | -$258K | -1,696 | -100.0% | SOLD |
| 34 | VTI | —% | — | — | — | -$239K | -824 | -100.0% | SOLD |
| 35 | UAL | —% | — | — | — | -$1M | -13,321 | -100.0% | SOLD |
| 36 | CEG | —% | — | — | — | -$1M | -5,101 | -100.0% | SOLD |
| 37 | IDU | —% | — | — | — | -$22M | -225,289 | -100.0% | SOLD |
| 38 | IYW | —% | — | — | — | -$3M | -18,307 | -100.0% | SOLD |
| 39 | SSO | —% | — | — | — | -$14M | -153,609 | -100.0% | SOLD |
| 40 | SFM | —% | — | — | — | -$295K | -2,318 | -100.0% | SOLD |
| 41 | SPY | —% | — | — | — | -$10M | -16,744 | -100.0% | SOLD |
| 42 | DIA | —% | — | — | — | -$10M | -22,896 | -100.0% | SOLD |
| 43 | GLD | —% | — | — | — | -$26M | -108,450 | -100.0% | SOLD |
| 44 | IVE | —% | — | — | — | -$9M | -49,557 | -100.0% | SOLD |
| 45 | IVW | —% | — | — | — | -$10M | -99,263 | -100.0% | SOLD |
| 46 | IYF | —% | — | — | — | -$25M | -230,246 | -100.0% | SOLD |
| 47 | QQQ | —% | — | — | — | -$2M | -3,213 | -100.0% | SOLD |
| 48 | NVDA | —% | — | — | — | -$1M | -9,816 | -100.0% | SOLD |
| 49 | TSLA | —% | — | — | — | -$1M | -3,239 | -100.0% | SOLD |
| 50 | TMUS | —% | — | — | — | -$335K | -1,518 | -100.0% | SOLD |
| 51 | IYZ | —% | — | — | — | -$26M | -962,096 | -100.0% | SOLD |
| 52 | PLTR | —% | — | — | — | -$1M | -18,373 | -100.0% | SOLD |
| 53 | SOFI | —% | — | — | — | -$238K | -15,440 | -100.0% | SOLD |
| 54 | TTD | —% | — | — | — | -$384K | -3,267 | -100.0% | SOLD |
| 55 | CVNA | —% | — | — | — | -$214K | -1,053 | -100.0% | SOLD |
| 56 | ORCL | —% | — | — | — | -$947K | -5,681 | -100.0% | SOLD |