SPA
Sentinel Pension Advisors Portfolio holdings
AUM
$594M
This Quarter Return
+4.97%
1 Year Return
+11.68%
3 Year Return
+36.13%
5 Year Return
+48.96%
10 Year Return
–
AUM
$395M
AUM Growth
+$395M
(+24%)
Cap. Flow
+$60.9M
Cap. Flow
% of AUM
15.44%
Top 10 Holdings %
Top 10 Hldgs %
64.57%
Holding
92
New
7
Increased
42
Reduced
31
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$37.2M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$4.73M |
| 3 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$3.56M |
| 4 |
BNY Mellon Core Bond ETF
BKAG
|
$3.31M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$3.18M |
Top Sells
Sector Composition
| 1 | Technology | 0.73% |
| 2 | Financials | 0.46% |
| 3 | Consumer Staples | 0.28% |
| 4 | Healthcare | 0.22% |
| 5 | Consumer Discretionary | 0.17% |
