SIM

Sentry Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 23.76%
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1 +$257K
2 +$254K
3 +$245K
4
WMT icon
Walmart
WMT
+$242K
5
UNH icon
UnitedHealth
UNH
+$242K

Top Sells

1 +$424K
2 +$330K
3 +$330K
4
GS icon
Goldman Sachs
GS
+$277K
5
TSLA icon
Tesla
TSLA
+$273K

Sector Composition

1 Technology 23.05%
2 Healthcare 16.48%
3 Financials 13.43%
4 Industrials 9.34%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$96K 0.04%
2,433
377
$96K 0.04%
1,056
-555
378
$95K 0.04%
1,025
+86
379
$95K 0.04%
907
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380
$94K 0.04%
788
381
$93K 0.04%
361
382
$92K 0.04%
1,096
383
$92K 0.04%
20
384
$92K 0.04%
2,828
-3,393
385
$91K 0.04%
498
+30
386
$91K 0.04%
396
387
$89K 0.04%
2,561
388
$88K 0.04%
1,541
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389
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390
$88K 0.04%
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391
$87K 0.04%
+2,559
392
$87K 0.04%
270
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393
$86K 0.04%
360
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$85K 0.04%
257
395
$85K 0.04%
485
396
$85K 0.04%
949
397
$84K 0.04%
672
398
$84K 0.04%
242
399
$84K 0.04%
3,902
400
$84K 0.04%
699
+44