SAM

Sentinel Asset Management Portfolio holdings

AUM $868K
1-Year Est. Return 45.44%
This Quarter Est. Return
1 Year Est. Return
-45.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$387K

Top Sells

1 +$12.6M
2 +$8.57M
3 +$4.48M

Sector Composition

1 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.12M 32.56%
47,666
-51,815
2
$4.1M 32.41%
34,188
-104,638
3
$4.05M 31.98%
29,737
-62,980
4
$387K 3.06%
+54,157