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
$564M
AUM Growth
-$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$4.2M
3 +$3.33M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.32M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.12M

Top Sells

1 +$41.9M
2 +$14.4M
3 +$2.64M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.58M
5
IAU icon
iShares Gold Trust
IAU
+$2.2M

Sector Composition

1 Technology 3.78%
2 Energy 1.26%
3 Consumer Discretionary 0.81%
4 Financials 0.46%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,157
77
-2,859