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
$138M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$717K
2 +$509K
3 +$431K
4
V icon
Visa
V
+$427K
5
PYPL icon
PayPal
PYPL
+$390K

Top Sells

1 +$2.42M
2 +$694K
3 +$513K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$461K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$387K

Sector Composition

1 Financials 8.76%
2 Technology 6.26%
3 Consumer Staples 5.77%
4 Communication Services 5.69%
5 Consumer Discretionary 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.15%
+1,945
77
$204K 0.15%
2,451
-505
78
-1,001