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
$832M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1 +$8.64M
2 +$5.3M
3 +$4.81M
4
CADE icon
Cadence Bank
CADE
+$4.74M
5
TSN icon
Tyson Foods
TSN
+$4.23M

Top Sells

1 +$7.51M
2 +$4.75M
3 +$3.92M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.89M

Sector Composition

1 Technology 4.04%
2 Financials 2.6%
3 Energy 2.01%
4 Healthcare 0.91%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,325
177
-34,320
178
-7,986
179
-7,735
180
-1,213
181
-2,100