test

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
BSMRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 38.13%
0.13%
$648,690
27,487 shares@ $23.6 avg price
BKMCBny Mellon Etf Trust
Recent Activity
Increased 27.19%
0.12%
$637,820
6,278 shares@ $101.6 avg price
EMTLSsga Active Tr
Recent Activity
Increased 1.76%
0.12%
$616,179
14,634 shares@ $42.11 avg price
FRMEFirst Merchants Corp
Recent Activity
New Position
0.12%
$607,445
15,228 shares@ $39.9 avg price
BSMSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 32.63%
0.12%
$603,127
25,852 shares@ $23.33 avg price
BSMTInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 33.03%
0.12%
$596,775
26,015 shares@ $22.94 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -48.05%
0.11%
$582,408
4,409 shares@ $132.1 avg price
SYLDCambria Etf Tr
Recent Activity
Decreased -1.35%
0.11%
$551,663
8,057 shares@ $68.48 avg price
IAUIshares Gold Tr
Recent Activity
Increased 0.11%
0.1%
$538,471
10,876 shares@ $49.52 avg price
MCDMcdonalds Corp
Recent Activity
Increased 9.66%
0.1%
$536,586
1,851 shares@ $289.89 avg price