ST

Sentinel Trust Portfolio holdings

AUM $921M
1-Year Est. Return 23%
This Quarter Est. Return
1 Year Est. Return
+23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.9M
3
+$12.9M
4
HBAN icon
Huntington Bancshares
HBAN
+$8.78M
5
IAU icon
iShares Gold Trust
IAU
+$7.45M

Top Sells

1
+$8.14M
2
+$3.8M
3
+$3.33M
4
PLTR icon
Palantir
PLTR
+$3.16M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.86M

Sector Composition

1 Technology 3.64%
2 Energy 1.85%
3 Financials 1.83%
4 Industrials 0.66%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$782K 0.12%
10,449
-538
52
$717K 0.11%
12,766
53
$632K 0.1%
5,180
54
$598K 0.09%
22,800
55
$558K 0.08%
+3,379
56
$544K 0.08%
+2,271
57
$504K 0.08%
11,335
58
$489K 0.07%
+3,493
59
$487K 0.07%
6,167
-37
60
$481K 0.07%
2,905
+430
61
$383K 0.06%
9,475
62
$377K 0.06%
1,083
-587
63
$363K 0.06%
+3,774
64
$361K 0.05%
5,623
+31
65
$358K 0.05%
+13,557
66
$351K 0.05%
2,550
67
$321K 0.05%
2,755
68
$305K 0.05%
+3,559
69
$305K 0.05%
1,370
-229
70
$299K 0.05%
2,486
71
$297K 0.05%
783
72
$281K 0.04%
2,240
73
$277K 0.04%
+4,122
74
$262K 0.04%
+4,340
75
$259K 0.04%
5,566
1 2
3
4