SFA
Seneca Financial Advisors Portfolio holdings
AUM
$259M
1-Year Est. Return
11.12%
1 Year Est. Return
+11.12%
AUM
$206M
AUM Growth
+$4.93M
(+2.4%)
Holding
58
Top Buys
| 1 | +$995K | |
| 2 | +$970K | |
| 3 | +$968K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$902K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$791K |
Top Sells
| 1 | +$234K | |
| 2 | +$215K | |
| 3 | +$211K | |
| 4 |
Nordson
NDSN
|
+$150K |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$76.5K |
Sector Composition
| 1 | Technology | 1.92% |
| 2 | Industrials | 1.86% |
| 3 | Energy | 1.22% |
| 4 | Consumer Discretionary | 0.46% |
| 5 | Healthcare | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Select Dividend ETF
DVY
$20.6B
| $209K | 0.1% |
1,555
+8
|
|
||
52
Thomson Reuters
TRI
$71.4B
| $204K | 0.1% |
1,181
-226
|
|
||
53
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
| $202K | 0.1% |
+481
|
|
||
54
AES
AES
$10.4B
| $129K | 0.06% |
10,415
+15
|
|
||
55
Butterfly Network
BFLY
$534M
| $122K | 0.06% |
53,526
|
|
||
56
Broadcom
AVGO
$1.65T
| – | – |
-1,010
|
|
||
57
Salesforce
CRM
$231B
| – | – |
-642
|
|
||
58
Constellation Brands
STZ
$24.6B
| – | – |
-955
|
|