SFP
Sherwood Financial Partners LLC Portfolio
Invests via Sherwood Financial Partners LLC | Managed by Matthew Davis, Hannah Boundy
Invests via Sherwood Financial Partners LLC
Managed by Matthew Davis, Hannah Boundy
Automatically Tracked
Company Profile
Boutique investment bank focused on M&A advisory, capital raising and strategic advisory for middle-market clients across financial services and fintech. Sherwood Financial Partners LLC leverages senior banking experience to advise on sell-side and buy-side transactions, capital structure optimization and growth financings. The firm positions itself as a sector-focused advisor delivering execution, valuation insight and access to strategic and institutional buyers.
Boutique investment bank focused on M&A advisory, capital raising and strategic advisory for middle-market clients across financial services and fintech. Sherwood Financial Partners LLC leverages senior banking experience to advise on sell-side and buy-side transactions, capital structure optimization and growth financings. The firm positions itself as a sector-focused advisor delivering execution, valuation insight and access to strategic and institutional buyers.
Investment Philosophy & Strategy
Centers on sector-specialist advisory and selective principal investing to unlock value in middle-market financial services and fintech. Pursues deal-led capital deployment that complements M&A advisory — preferring minority growth positions, structured financings, and SPV co-investments that reinforce client outcomes. Underwrites opportunities with a valuation-driven, outcome-oriented lens, prioritizing recurring revenue models, regulatory defensibility, and scalable technology. Balances short-to-medium transactional time horizons with disciplined downside protection and exit-aware structuring to maximize strategic buyer interest.
Centers on sector-specialist advisory and selective principal investing to unlock value in middle-market financial services and fintech. Pursues deal-led capital deployment that complements M&A advisory — preferring minority growth positions, structured financings, and SPV co-investments that reinforce client outcomes. Underwrites opportunities with a valuation-driven, outcome-oriented lens, prioritizing recurring revenue models, regulatory defensibility, and scalable technology. Balances short-to-medium transactional time horizons with disciplined downside protection and exit-aware structuring to maximize strategic buyer interest.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
20.91%
Gain -0.7%
Monthly
0.89%
Yearly
11.18%
Drawdown
12.02%
$121.79M
Equity
Holdings
$121.79M
Investment
$101.69M
$20.94M
Profit -$848,143.18
Realized
$846,457.51
Unrealized
$20.1M
Dividends
$4.41M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$848,143.18
Win %
60%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$1.32M
Win %
60%
This Month
Compared to last month
Gain
-0.12%
Profit
-$144,838.13
Win %
60%
This Year
Compared to last year
Gain
-1.96%
Profit
-$2.44M
Win %
70%
AAPL Apple Inc.
+0.21%
+$626.93 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$214,836.93 
SCHE Schwab Emerging Markets Equity ETF
-1.16%
-$90,658.26 
SCHX Schwab U.S. Large-Cap ETF
-1.12%
-$465,636.8 
VOO Vanguard S&P 500 ETF
-1.09%
-$12,236.75 
NVDA NVIDIA Corporation
-0.93%
-$2,805.78 
SCHF Schwab International Equity ETF
-0.24%
-$44,888.74 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$17,706.85 Events
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Dividends
Dividend Analysis
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| Trades 47 | Longs Won 36/47 76% | Profit Factor 30.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.63M |
| Average Win $601,319.39 | Best Trade (Oct 14) $10.02M | Sharpe Ratio -151.02 |
| Average Loss -$63,898.59 | Worst Trade (Oct 14) -$713,107.77 | Z-Score 0.68 (50.62%) |
| Commissions $0 | Avg. Trade Length 1y 2w 1d | Expectancy $445,630.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.42% |
| Consecutive Losing Trades | 1,905 | 1,714 | 1,524 | 1,333 | 1,143 | 952 | 762 | 571 | 381 | 190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 883 | $224,838 | $302,612.93 | - | $77,774.93 | 34.59% | +0.208% |
| BND Vanguard Total Bond Market Index Fund | 505,910 | $36.48M | $35.81M | - | -$673,274.63 | -1.85% | -0.049% |
| NVDA NVIDIA Corporation | 1,389 | $219,448 | $298,926.69 | - | $79,478.69 | 36.22% | -0.93% |
| SCHE Schwab Emerging Markets Equity ETF | 215,853 | $5.76M | $7.71M | - | $1.95M | 33.82% | -1.162% |
| SCHF Schwab International Equity ETF | 690,596 | $12.79M | $18.62M | - | $5.82M | 45.5% | -0.241% |
| SCHM Schwab U.S. Mid-Cap ETF | 493,878 | $13.68M | $16.85M | - | $3.17M | 23.18% | -1.259% |
| SCHX Schwab U.S. Large-Cap ETF | 1.37M | $31.72M | $41.1M | - | $9.38M | 29.56% | -1.12% |
| VOO Vanguard S&P 500 ETF | 1,582 | $813,330.7 | $1.11M | - | $296,750.79 | 36.49% | -1.09% |
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FAQ
Which stocks have generated the highest profits for Sherwood Financial Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total Bond Market Index Fund - $2.33M, Schwab International Equity ETF - $1.1M, Schwab U.S. Large-Cap ETF - $977,565.56, Schwab U.S. Mid-Cap ETF - $474,348.08, and Schwab Emerging Markets Equity ETF - $325,541.74. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Apple Inc - $26,838.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sherwood Financial Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.41M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $2.33M, Schwab U.S. Large-Cap ETF - $741,100.56, Schwab International Equity ETF - $713,959.34, Schwab U.S. Mid-Cap ETF - $380,721.52, and Schwab Emerging Markets Equity ETF - $221,322.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sherwood Financial Partners LLC's monthly returns?
Sherwood Financial Partners LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Sherwood Financial Partners LLC's strategy be considered aggressive or moderate?
Sherwood Financial Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Sherwood Financial Partners LLC's strategy?
Sherwood Financial Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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