SHA
Seneca House Advisors Portfolio holdings
AUM
$235M
This Quarter Return
-14.31%
1 Year Return
+12.9%
3 Year Return
+44.48%
5 Year Return
+78.93%
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(-19%)
Cap. Flow
-$5.26M
Cap. Flow
% of AUM
-3.44%
Top 10 Holdings %
Top 10 Hldgs %
40.52%
Holding
90
New
6
Increased
53
Reduced
22
Closed
4
Top Buys
| 1 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$1.63M |
| 2 |
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
|
$1.32M |
| 3 |
CSX Corp
CSX
|
$1.07M |
| 4 |
Starwood Property Trust
STWD
|
$838K |
| 5 |
Amazon
AMZN
|
$668K |
Top Sells
Sector Composition
| 1 | Financials | 13.33% |
| 2 | Real Estate | 10.07% |
| 3 | Consumer Staples | 9.16% |
| 4 | Healthcare | 9.08% |
| 5 | Technology | 7.83% |
