SAN FRANCISCO SENTRY Overview

San Francisco Sentry Investment is an investment advisor that manages 234.5 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 169MM in positions, representing 72% of the manager's regulatory AUM.

SAN FRANCISCO SENTRY StockAlpha

-3.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SAN FRANCISCO SENTRY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CAT 8.69% Industrials 10.61% -0.05% 0 15%
AAPL 4.79% Tech -1.28% -0.11% 0 42%
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FEATURED IN
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SAN FRANCISCO SENTRY Founders and Key Employees

Name Title In Position Since
Richard E. Dirickson Chairman/Director July-1990
Leon A. Root Cfo August-1998
Julie T. Meissner Chief Compliance Officer June-2003

SAN FRANCISCO SENTRY Brokers, Custodians, Auditors and Administrators

Type Company

SAN FRANCISCO SENTRY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear.

Registrant provides its clients with individualized investment advice tailored to the investment objectives and financial situation of each client. Registrant’s methods of analysis include fundamental analysis, charting and technical analysis. Registrant offers advice on the following types of securities: (1) equities (exchange listed, over-the-counter and foreign issues); (2) warrants; (3) corporate debt securities; (4) municipal securities; (5) United States government securities and Certificates of Deposit; and (6) ETFs and mutual funds. These investments bear the risk of loss at any time due to unforeseen market, economic, interest rate, liquidity or other risks.

When appropriate to the needs of the client, Registrant may recommend the use of trading (securities sold within 30 days), margin transactions, ...
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SAN FRANCISCO SENTRY Portfolio Concentration

SAN FRANCISCO SENTRY Location

100 PINE STREET
SUITE 2700
SAN FRANCISCO, California
UNITED STATES, 94111

SAN FRANCISCO SENTRY Contact Information

Phone Number: 415-229-9000
Fax Number: 415-434-8043
Website:

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