SFA

Seneca Financial Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 13.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.2M
3
+$3.64M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.26M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$856K

Top Sells

1
+$3.91M
2
+$3.41M
3
+$1.44M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.07M
5
WDIV icon
State Street SPDR S&P Global Dividend ETF
WDIV
+$1.05M

Sector Composition

1 Industrials 3.28%
2 Energy 1.48%
3 Technology 1.42%
4 Healthcare 0.37%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,125
1 2
3