Latest Sherrill & Hutchins Financial Advisory, Inc Stock Portfolio
About Sherrill & Hutchins Financial Advisory, Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Sherrill & Hutchins Financial Advisory, Inc reported an equity portfolio of $115.8 Millions as of 30 Sep, 2024.
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 38.3% of it's portfolio in VANGUARD SCOTTSDALE FDS and 32% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off HARTFORD FDS EXCHANGE TRADED (HCOM) stocks. They significantly reduced their stock positions in METROCITY BANKSHARES INC (MCBS), VANGUARD SCOTTSDALE FDS (BNDW) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), FIDELITY MERRIMACK STR TR (FBND) and VANGUARD INDEX FDS (VB).
The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 38.3% of it's portfolio in VANGUARD SCOTTSDALE FDS and 32% of portfolio in FIDELITY MERRIMACK STR TR.
The fund managers got completely rid off HARTFORD FDS EXCHANGE TRADED (HCOM) stocks. They significantly reduced their stock positions in METROCITY BANKSHARES INC (MCBS), VANGUARD SCOTTSDALE FDS (BNDW) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), FIDELITY MERRIMACK STR TR (FBND) and VANGUARD INDEX FDS (VB).
Sherrill & Hutchins Financial Advisory, Inc Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| tesla inc | 1.43 |
| fidelity merrimack str tr | 1.26 |
| invesco exchange traded fd t | 0.39 |
| vanguard index fds | 0.39 |
| home depot inc | 0.33 |
Additions to existing portfolio by Sherrill & Hutchins Financial Advisory, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| metrocity bankshares inc | -12.14 |
| vanguard scottsdale fds | -3.29 |
| american centy etf tr | -0.27 |
Sherrill & Hutchins Financial Advisory, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| hartford fds exchange traded | -275,891 |
Sherrill & Hutchins Financial Advisory, Inc got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 97.5 |
| Consumer Cyclical | 1.3 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 97.5 |
| MEGA-CAP | 1.6 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 97.5 |
| S&P 500 | 1.8 |
Sherrill & Hutchins Financial Advisory, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Sherrill & Hutchins Financial Advisory, Inc
Last Reported on: 07 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AEMB | american centy etf tr | 25.30 | 305,291 | 29,292,600 | reduced | -0.27 | ||
| AFL | aflac inc | 0.22 | 2,276 | 254,457 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 38.33 | 170,607 | 44,369,900 | reduced | -3.29 | ||
| CSD | invesco exchange traded fd t | 0.47 | 3,059 | 548,051 | added | 0.39 | ||
| FBND | fidelity merrimack str tr | 32.00 | 792,627 | 37,047,400 | added | 1.26 | ||
| FNDA | schwab strategic tr | 0.90 | 18,800 | 1,039,450 | unchanged | 0.00 | ||
| HCOM | hartford fds exchange traded | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| HD | home depot inc | 0.63 | 1,801 | 729,694 | added | 0.33 | ||
| JNJ | johnson & johnson | 0.30 | 2,161 | 350,290 | unchanged | 0.00 | ||
| MCBS | metrocity bankshares inc | 0.69 | 26,048 | 797,590 | reduced | -12.14 | ||
| TSLA | tesla inc | 0.69 | 3,058 | 800,065 | added | 1.43 | ||
| VB | vanguard index fds | 0.47 | 1,021 | 538,546 | added | 0.39 | ||