SHA

Seneca House Advisors Portfolio holdings

AUM $248M
1-Year Est. Return 14.2%
This Quarter Est. Return
1 Year Est. Return
+14.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$593K
2 +$406K
3 +$321K
4
V icon
Visa
V
+$296K
5
JPM icon
JPMorgan Chase
JPM
+$243K

Top Sells

1 +$1.94M
2 +$222K
3 +$208K
4
NVS icon
Novartis
NVS
+$204K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$202K

Sector Composition

1 Financials 7.39%
2 Technology 6.64%
3 Consumer Staples 6.02%
4 Communication Services 5.08%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$355K 0.28%
20,406
+1,452
52
$350K 0.28%
23,746
-67
53
$346K 0.27%
1,955
-10
54
$335K 0.27%
2,668
-75
55
$335K 0.27%
9,035
-165
56
$325K 0.26%
1,960
57
$323K 0.26%
1,894
-371
58
$321K 0.25%
+654
59
$315K 0.25%
1,474
+1
60
$296K 0.23%
7,792
-344
61
$279K 0.22%
895
-98
62
$266K 0.21%
11,280
+160
63
$264K 0.21%
1,597
+107
64
$264K 0.21%
4,422
+19
65
$255K 0.2%
858
-112
66
$245K 0.19%
2,956
-405
67
$242K 0.19%
+1,135
68
$237K 0.19%
1,046
-504
69
$236K 0.19%
3,909
-247
70
$215K 0.17%
+1,461
71
$201K 0.16%
1,001
-595
72
-2,333