Monthly & Quarterly Reports Archive

This page provides the archive of the historic monthly and quarterly reports.

Monthly Flash Reports

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

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)

2024 Q1 | Q2| Q3| Q4
2023 
March | June | September | Peer Group Returns December | Quarterly Report Q4 2023

Market Commentary from Portfolio Manager, Andrea Ciaccio

2024  January | February | March | April | May | June | July | August | September | October | November | December
2023  
July | August | September | October | November | December