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Home > Institutional Investor > Sherman Asset Management, Inc. > Profile

Instuitional Investor - Sherman Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Sherman Asset Management, Inc.
Portfolio Value $118,095,683
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,749 $22,431,069 18.99%
2.
Vanguard Total Stock Market Etf - ETF
 35,525 $11,910,554 10.09%
3.
Ishares Trust
 IEF 68,917 $8,282,522 7.01%
4.
Sector Spdr Trust
 XLB 56,670 $8,158,791 6.91%
5.
Alphabet Inc.
 GOOGL 21,382 $6,692,566 5.67%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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