SFA

Seneca Financial Advisors Portfolio holdings

AUM $259M
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$10.3M
3 +$7.43M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.78M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.55M

Top Sells

1 +$2.04M
2 +$958K
3 +$465K
4
AAPL icon
Apple
AAPL
+$302K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$259K

Sector Composition

1 Technology 1.68%
2 Industrials 1.54%
3 Energy 0.88%
4 Consumer Discretionary 0.38%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEFA icon
51
iShares Core MSCI EAFE ETF
IEFA
$157B
$234K 0.09%
2,800
-1
VOO icon
52
Vanguard S&P 500 ETF
VOO
$757B
$233K 0.09%
409
+3
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.06T
$226K 0.09%
466
-267
DIA icon
54
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
$212K 0.08%
481
MCD icon
55
McDonald's
MCD
$220B
$209K 0.08%
715
-72
DVY icon
56
iShares Select Dividend ETF
DVY
$20.6B
$208K 0.08%
1,564
+9
JPM icon
57
JPMorgan Chase
JPM
$810B
$207K 0.08%
+713
IUSG icon
58
iShares Core S&P US Growth ETF
IUSG
$25.5B
$203K 0.08%
+1,348
EFA icon
59
iShares MSCI EAFE ETF
EFA
$68.2B
$200K 0.08%
+2,239
AES icon
60
AES
AES
$10.4B
$110K 0.04%
10,420
+5
BFLY icon
61
Butterfly Network
BFLY
$534M
$107K 0.04%
53,526