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
$158M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$3.9M
2 +$3.29M
3 +$1.42M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.09M
5
WDIV icon
SPDR S&P Global Dividend ETF
WDIV
+$1.08M

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