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
$165M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$1.12M
3 +$1.11M
4
BNL icon
Broadstone Net Lease
BNL
+$833K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$794K

Sector Composition

1 Industrials 3.02%
2 Technology 1.77%
3 Energy 1.06%
4 Real Estate 0.84%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,944