SPA
Sentinel Pension Advisors Portfolio holdings
AUM
$594M
1-Year Est. Return
11.68%
1 Year Est. Return
+11.68%
AUM
$594M
AUM Growth
+$50.7M
(+9.3%)
Holding
127
Top Buys
| 1 | +$8.35M | |
| 2 | +$7.28M | |
| 3 | +$4.95M | |
| 4 |
TXUE
Thornburg International Equity ETF
TXUE
|
+$4.09M |
| 5 |
Fidelity Enhanced Large Cap Growth ETF
FELG
|
+$4.04M |
Top Sells
| 1 | +$8.88M | |
| 2 | +$7.26M | |
| 3 | +$3.85M | |
| 4 |
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
|
+$3.81M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$1.73M |
Sector Composition
| 1 | Technology | 2.08% |
| 2 | Financials | 0.44% |
| 3 | Consumer Discretionary | 0.3% |
| 4 | Communication Services | 0.23% |
| 5 | Healthcare | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SPDR MSCI USA Gender Diversity ETF
SHE
$278M
| – | – |
-2,417
|
|
||
127
Vanguard ESG US Stock ETF
ESGV
$11.4B
| – | – |
-4,088
|
|