SPA
Sentinel Pension Advisors Portfolio holdings
AUM
$594M
This Quarter Return
+2.18%
1 Year Return
+11.68%
3 Year Return
+36.13%
5 Year Return
+48.96%
10 Year Return
–
AUM
$273M
AUM Growth
+$273M
(-0.29%)
Cap. Flow
+$9.22M
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
65.8%
Holding
85
New
7
Increased
35
Reduced
24
Closed
18
Top Buys
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$15.5M |
| 2 |
iShares Gold Trust
IAU
|
$12.9M |
| 3 |
Sprott Physical Gold
PHYS
|
$5.98M |
| 4 |
BioLife Solutions
BLFS
|
$5.7M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$3.02M |
Sector Composition
| 1 | Financials | 1.23% |
| 2 | Healthcare | 0.64% |
| 3 | Technology | 0.61% |
| 4 | Consumer Staples | 0.29% |
| 5 | Communication Services | 0.24% |
