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James M. Nestor

@Sentinel Pension Advisors Inc.

Latest period2024 - Q4ReportedManaged Assets$539.039MTotal holdings110
Assets growth rate3.86%Assets growth rate (2-Q avg)5.77%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sentinel Pension Advisors Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Sentinel Pension Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 539.039M in assets, with a quarterly growth rate of 3.86% and a 2-quarter average growth rate of 5.77%. The portfolio is managed by James M. Nestor, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBMPIshares Tr
Recent Activity
Increased 3.04%
0.24%
$1.276M
50,741 shares@ $25.14 avg price
VAWVanguard World Fd
Recent Activity
Decreased -1.21%
0.21%
$1.1M
5,857 shares@ $187.85 avg price
PVALPutnam Etf Trust
Recent Activity
Decreased -2.27%
0.21%
$1.097M
29,554 shares@ $37.12 avg price
UYLDAngel Oak Funds Trust
Recent Activity
Increased 30.21%
0.19%
$976,295
19,119 shares@ $51.07 avg price
BSMQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 20.6%
0.17%
$877,131
37,214 shares@ $23.57 avg price
BSMPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 20.81%
0.17%
$870,247
35,506 shares@ $24.51 avg price
CLOIVaneck Etf Trust
Recent Activity
Increased 35.8%
0.17%
$867,900
16,447 shares@ $52.77 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 5.79%
0.16%
$836,317
3,454 shares@ $242.13 avg price
FBCGFidelity Covington Trust
Recent Activity
Increased 0.04%
0.14%
$708,658
15,319 shares@ $46.27 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 207.74%
0.13%
$689,476
25,237 shares@ $27.33 avg price