Long-term investor
Sherman Asset Management, Inc. @shermanassetmanagementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001736535).
Record
- Tracked since 2025-06-30 (434 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +15.3% · 6 months +6.4% · 1 year +16.4% · all +16.4%
- Max drawdown -7.7% · Sharpe 0.57 · win rate 35% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 18.5% · long · since 2025-06-30
- VTI · 14.3% · long · since 2025-06-30
- XLK · 8.2% · long · since 2025-06-30
- IJR · 7.9% · long · since 2025-06-30
- GOOGL · 3.9% · long · since 2025-06-30
- BND · 3.2% · long · since 2025-06-30
- SPSM · 3.0% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- CIBR · 2.3% · long · since 2025-06-30
- IJH · 2.1% · long · since 2025-06-30
- BIL · 1.9% · long · since 2025-06-30
- SPDW · 1.9% · long · since 2025-06-30