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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
-4.92%
1 Year Est. Return
+15.31%
3 Year Est. Return
+39.05%
5 Year Est. Return
+37.02%
10 Year Est. Return
–
AUM
$287M
AUM Growth
-$10.7M
(-3.6%)
Cap. Flow
+$4.53M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
65.4%
Holding
94
New
6
Increased
41
Reduced
31
Closed
11
Top Buys
| 1 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
+$3.2M |
| 2 |
iShares Gold Trust
IAU
|
+$3.13M |
| 3 |
BNY Mellon Core Bond ETF
BKAG
|
+$2.17M |
| 4 |
BNY Mellon International Equity ETF
BKIE
|
+$1.57M |
| 5 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$1.36M |
Top Sells
| 1 |
FOCS
Focus Financial Partners Inc. Class A
FOCS
|
+$1.63M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.51M |
| 3 |
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
|
+$1.16M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$987K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$741K |
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Financials | 0.73% |
| 3 | Consumer Discretionary | 0.28% |
| 4 | Healthcare | 0.22% |
| 5 | Consumer Staples | 0.16% |
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