ST

Sentinel Trust Portfolio holdings

AUM $981M
1-Year Est. Return 25.68%
This Quarter Est. Return
1 Year Est. Return
+25.68%
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
State Street 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
76
$254K 0.04%
+1,134
77
$245K 0.04%
4,513
+43
78
$214K 0.03%
+5,576
79
$213K 0.03%
+3,500
80
$123K 0.02%
12,971
81
– –
-6,495
82
– –
-162,170
83
– –
-8,654
84
– –
-4,671
85
– –
-117,500
1 2 3
4