SPA
Sentinel Pension Advisors Portfolio holdings
AUM
$651M
1-Year Est. Return
16.25%
1 Year Est. Return
+16.25%
AUM
$625M
AUM Growth
+$31.4M
(+5.3%)
Holding
127
Top Buys
| 1 | +$3.96M | |
| 2 | +$1.46M | |
| 3 | +$1.39M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.37M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$917K |
Top Sells
| 1 | +$4.12M | |
| 2 | +$3.72M | |
| 3 | +$1.29M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$832K |
| 5 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$765K |
Sector Composition
| 1 | Technology | 1.67% |
| 2 | Financials | 0.69% |
| 3 | Consumer Discretionary | 0.31% |
| 4 | Communication Services | 0.26% |
| 5 | Healthcare | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Methode Electronics
MEI
$253M
| – | – |
-10,000
|
|
||
127
Vanguard Total Bond Market
BND
$147B
| – | – |
-2,780
|
|