SFA
Seneca Financial Advisors Portfolio holdings
AUM
$259M
This Quarter Return
+12.89%
1 Year Return
+11.12%
3 Year Return
+38.77%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.53%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$28.2M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$14.5M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$14.2M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$10.3M |
| 5 |
SPDR S&P Global Dividend ETF
WDIV
|
$7.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 4.26% |
| 2 | Healthcare | 1.24% |
| 3 | Technology | 1.04% |
| 4 | Energy | 0.68% |
| 5 | Consumer Discretionary | 0.41% |
