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
$701M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1.71M
3 +$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
JBLU icon
JetBlue
JBLU
+$1.29M

Top Sells

1 +$18M
2 +$3.57M
3 +$3.24M
4
AES icon
AES
AES
+$2.59M
5
AEP icon
American Electric Power
AEP
+$2.35M

Sector Composition

1 Energy 53.77%
2 Financials 10.47%
3 Technology 4.2%
4 Consumer Discretionary 3.36%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-20,000