Sherrill & Hutchins Financial Advisory, Inc

Despite the rapid growth in assets, the firm maintains a highly concentrated portfolio consisting of only 13 holdings. This indicates a "core and satellite" or a highly tactical asset allocation model rather than a broad, diversified stock-picking strategy. The portfolio is heavily skewed toward exchange-traded funds (ETFs), which make up 62.9% of the total value, suggesting a focus on broad market exposure, factor investing, and risk management through funds rather than individual security selection.

2. Key Holdings