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SIM

Sentry Investment Management Portfolio holdings

AUM $146M
1-Year Est. Return 23.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.32M
3
+$4.3M
4
MCD icon
McDonald's
MCD
+$3.98M
5
LIN icon
Linde
LIN
+$3.79M

Top Sells

1
+$11.2M
2
+$4.75M
3
+$3.28M
4
AMGN icon
Amgen
AMGN
+$3.1M
5
LH icon
Labcorp
LH
+$2.99M

Sector Composition

1 Technology 18.73%
2 Financials 16.76%
3 Healthcare 12.55%
4 Communication Services 10.46%
5 Consumer Discretionary 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-7,536
477
– –
-25,315
478
– –
-23,804
479
– –
-17,756
480
$0 ﹤0.01%
6
-8,527
481
– –
-8,551
482
$0 ﹤0.01%
4
483
– –
-4,945
484
– –
-18,846
485
– –
-19,597
486
– –
-115
487
$0 ﹤0.01%
7
-12,759
488
– –
-235,401
489
– –
-31,487
490
– –
-14,181
491
– –
-5,330
492
– –
-14,343
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