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Home > Institutional Investor > Sherrill & Hutchins Financial Advisory, Inc > Profile

Instuitional Investor - Sherrill & Hutchins Financial Advisory, Inc

Fund Profile
Filing Period:
Fund Name: Sherrill & Hutchins Financial Advisory, Inc
Portfolio Value $106,405,305
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 187,785 $40,737,974 38.28%
2.
Fidelity Merrimack Str Tr
 727,755 $33,505,819 31.48%
3.
American Centy Etf Tr
 313,697 $28,170,002 26.47%
4.
Schwab Strategic Trust
 FNDF 18,800 $865,928 0.81%
5.
Tesla Inc.
 TSLA 3,015 $749,167 0.7%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)