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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 $115,910,822
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,517 $21,764,267 18.78%
2.
Vanguard Total Stock Market Etf - ETF
 34,749 $11,403,580 9.84%
3.
Ishares Trust
 IEF 72,475 $8,612,280 7.43%
4.
Sector Spdr Trust
 XLB 58,998 $8,314,709 7.17%
5.
Alphabet Inc.
 GOOGL 18,982 $4,614,524 3.98%
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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