StockDriftsStockDriftsTop 31 Sheridan Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | 17.98% | 1.30M | $34.1M | +11.21%(+131.25K) | $26.63(-1.11%) | 2026-03-31 | |
| IWF | ISHARES TR | 16.02% | 71.3K | $30.4M | +2.51%(+1.75K) | $295.75(-57.97%) | 2026-03-31 | |
| AGG | ISHARES TR | 11.88% | 227.0K | $22.5M | +0.63%(+1.42K) | $97.28(+1.43%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 11.4% | 149.2K | $21.6M | +3.04%(+4.41K) | $109.78(+41.33%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 6.62% | 136.0K | $12.6M | +9.39%(+11.67K) | $90.47(+1.44%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.1% | 86.0K | $7.8M | -1.67%(-1.46K) | $85.40(+13.75%) | 2026-03-31 | |
| IWV | ISHARES TR | 4.07% | 20.9K | $7.7M | +0.29%(+61) | $270.11(+55.52%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.99% | 29.6K | $5.7M | +0.05%(+14) | $170.68(+23.61%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.91% | 7.9K | $5.5M | +0.24%(+19) | $58.36(+94.39%) | 2026-03-31 | |
| ILCV | ISHARES TR | 2.73% | 55.6K | $5.2M | +3.28%(+1.77K) | $75.14(+33.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.88% | +32.65% |
| Top 20 Holdings Unweighted | +8.38% | +27.30% |
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