SIM

Sentry Investment Management Portfolio holdings

AUM $150M
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.87%
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 Inc
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
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