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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 $108,696,949
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,734 $21,382,147 19.67%
2.
Vanguard Total Stock Market Etf - ETF
 38,145 $12,237,445 11.26%
3.
Ishares Trust
 IEF 68,564 $8,523,147 7.84%
4.
Sector Spdr Trust
 XLE 56,505 $7,509,462 6.91%
5.
Alphabet Inc.
 GOOGL 17,232 $4,955,234 4.56%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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