SPA
Sentinel Pension Advisors Portfolio holdings
AUM
$651M
1-Year Est. Return
16.25%
This Fund
S&P 500
1 Year Est. Return
+16.25%
AUM
$625M
AUM Growth
+$31.4M
(+5.3%)
Holding
127
Top Buys
| 1 | +$3.92M | |
| 2 | +$1.45M | |
| 3 | +$1.37M | |
| 4 |
Eastern Bankshares
EBC
|
+$1.27M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$907K |
Top Sells
| 1 | +$3.69M | |
| 2 | +$3.66M | |
| 3 | +$1.29M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$802K |
| 5 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$742K |
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
Angel Oak UltraShort Income ETF
UYLD
$1.35B
| – | – |
-9,355
|
|
||
127
Vanguard Total Stock Market ETF
VTI
$582B
| – | – |
-1,671
|
|