SHERWOOD FINANCIAL PARTNERS, LLC
SHERWOOD FINANCIAL PARTNERS, LLC runs SHERWOOD FINANCIAL PARTNERS, LLC and currently holds 8 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $113.10M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SHERWOOD FINANCIAL PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SHERWOOD FINANCIAL PARTNERS, LLC's portfolio at SHERWOOD FINANCIAL PARTNERS, LLC has delivered returns of +12.54%. Their 3-year annualized return is +12.02%. Looking at the 5-year horizon, SHERWOOD FINANCIAL PARTNERS, LLC has achieved +12.02% annualized returns at SHERWOOD FINANCIAL PARTNERS, LLC.
Portfolio Value
$113.10M
Alpha Score
10.8
#0 of 1000
Holdings
8
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|