SHA
Seneca House Advisors Portfolio holdings
AUM
$235M
This Quarter Return
+4.06%
1 Year Return
+12.9%
3 Year Return
+44.48%
5 Year Return
+78.93%
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.39%
Holding
95
New
95
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$8.32M |
| 2 |
Invesco QQQ Trust
QQQ
|
$6.31M |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
$4.66M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.64M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$4.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.65% |
| 2 | Consumer Staples | 6.54% |
| 3 | Energy | 4.47% |
| 4 | Technology | 2.41% |
| 5 | Healthcare | 2.22% |
