SPA
Sentinel Pension Advisors Portfolio holdings
AUM
$594M
This Quarter Return
-4.92%
1 Year Return
+11.68%
3 Year Return
+36.13%
5 Year Return
+48.96%
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(-3.6%)
Cap. Flow
+$3.81M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
65.4%
Holding
94
New
6
Increased
41
Reduced
31
Closed
11
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$3.01M |
| 2 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$2.88M |
| 3 |
BNY Mellon Core Bond ETF
BKAG
|
$2.07M |
| 4 |
BNY Mellon International Equity ETF
BKIE
|
$1.41M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.34M |
Top Sells
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Financials | 0.73% |
| 3 | Consumer Discretionary | 0.28% |
| 4 | Healthcare | 0.22% |
| 5 | Consumer Staples | 0.16% |
