SFA
Seneca Financial Advisors Portfolio holdings
AUM
$306M
1-Year Est. Return
10.12%
1 Year Est. Return
+10.12%
AUM
$306M
AUM Growth
+$46.8M
(+18%)
Holding
64
Top Buys
| 1 | +$10.1M | |
| 2 | +$8.08M | |
| 3 | +$5.71M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$4.59M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$2.97M |
Top Sells
| 1 | +$2.12M | |
| 2 | +$539K | |
| 3 | +$517K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$299K |
| 5 |
Thomson Reuters
TRI
|
+$238K |
Sector Composition
| 1 | Technology | 1.58% |
| 2 | Industrials | 1.43% |
| 3 | Energy | 0.78% |
| 4 | Consumer Discretionary | 0.4% |
| 5 | Communication Services | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard S&P 500 ETF
VOO
$801B
| $251K | 0.08% |
410
+1
|
|
||
52
iShares Core MSCI EAFE ETF
IEFA
$160B
| $244K | 0.08% |
2,800
|
|
||
53
RTX Corp
RTX
$225B
| $229K | 0.07% |
+1,369
|
|
||
54
Caterpillar
CAT
$272B
| $229K | 0.07% |
+479
|
|
||
55
JPMorgan Chase
JPM
$843B
| $225K | 0.07% |
713
|
|
||
56
iShares Select Dividend ETF
DVY
$20.7B
| $224K | 0.07% |
1,573
+9
|
|
||
57
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.6B
| $223K | 0.07% |
481
|
|
||
58
iShares Core S&P US Growth ETF
IUSG
$26.1B
| $222K | 0.07% |
1,350
+2
|
|
||
59
McDonald's
MCD
$217B
| $217K | 0.07% |
715
|
|
||
60
Home Depot
HD
$357B
| $216K | 0.07% |
+534
|
|
||
61
iShares MSCI EAFE ETF
EFA
$68.7B
| $209K | 0.07% |
2,239
|
|
||
62
AES
AES
$9.94B
| $137K | 0.04% |
10,420
|
|
||
63
Butterfly Network
BFLY
$705M
| $103K | 0.03% |
53,526
|
|
||
|
64
Thomson Reuters
TRI
$59.6B
| – | – |
-1,181
|
|