This page provides the archive of the historic monthly and quarterly reports.
Monthly Flash Reports
2025 January | February | March | April
2024 January | February | March | April | May | June | July | August | September | October | November | December
2023 January | February | March | April | May | June | July | August | September | October | November | December
Monthly Sestante Dynamic Asset Allocation
2025 January | February | March
2024 January | February | March | April | May | June | July | August | September | October | November | December
2023 January | February | March | April | May | June | July | August | September | October | November | December
Quarterly Reports (Previously called Quarterly Peer Group Returns)
2025 Quarter 1
2024 Quarter 1 | Quarter 2| Quarter 3| Quarter 4
2023 March | June | September | Peer Group Returns December | Quarterly Report Q4 2023
Market Commentary from Portfolio Manager, Andrea Ciaccio
2025 January | February | March
2024 January | February | March | April | May | June | July | August | September | October | November | December
2023 July | August | September | October | November | December