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
$735M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$2.35M
3
+$2.26M
4
UNH icon
UnitedHealth
UNH
+$2.16M
5
PLTR icon
Palantir
PLTR
+$1.53M

Top Sells

1
+$7.87M
2
+$4.31M
3
+$4.13M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.21M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.64M

Sector Composition

1 Technology 6.48%
2 Healthcare 2.85%
3 Energy 2.8%
4 Consumer Staples 2.77%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.14%
5,984
77
$983K 0.13%
4,736
78
$912K 0.12%
7,535
79
$864K 0.12%
23,886
-1,229
80
$846K 0.12%
15,931
81
$839K 0.11%
2,700
82
$794K 0.11%
2,650
83
$773K 0.11%
44,898
84
$761K 0.1%
6,360
85
$717K 0.1%
12,401
86
$712K 0.1%
7,305
-255
87
$688K 0.09%
1,437
-2,347
88
$667K 0.09%
5,600
89
$650K 0.09%
22,639
-209
90
$587K 0.08%
4,505
-1,620
91
$574K 0.08%
+14,769
92
$569K 0.08%
7,805
-136
93
$565K 0.08%
5,002
94
$555K 0.08%
13,866
95
$552K 0.08%
3,207
96
$510K 0.07%
5,203
+3
97
$501K 0.07%
9,253
98
$500K 0.07%
30,476
99
$499K 0.07%
2,800
100
$495K 0.07%
149,037
2 3
4
5 6