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SPA
Sentinel Pension Advisors Portfolio holdings
AUM
$676M
1-Year Est. Return
15.31%
This Fund
S&P 500
This Quarter
Est. Return
+1.82%
1 Year Est. Return
+15.31%
3 Year Est. Return
+39.05%
5 Year Est. Return
+37.02%
10 Year Est. Return
–
AUM
$482M
AUM Growth
+$14.5M
(+3.1%)
Cap. Flow
+$6.49M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
65.21%
Holding
117
New
9
Increased
48
Reduced
44
Closed
7
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$43.4M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$3.32M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$1.65M |
| 4 |
BNY Mellon International Equity ETF
BKIE
|
+$1.56M |
| 5 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$1.32M |
Top Sells
| 1 |
BNY Mellon Core Bond ETF
BKAG
|
+$36.3M |
| 2 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$5.1M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.18M |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$1.36M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$1.23M |
Sector Composition
| 1 | Technology | 1.66% |
| 2 | Financials | 0.55% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Communication Services | 0.22% |
| 5 | Healthcare | 0.15% |
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