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
$192M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Sells

1 +$4.41M
2 +$3.64M
3 +$2.99M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.64M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.55M

Sector Composition

1 Financials 17.85%
2 Consumer Staples 11.72%
3 Technology 9.88%
4 Healthcare 7.39%
5 Real Estate 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$93.7K 0.05%
57,502
+10,702
77
-10,533
78
-584
79
-4,868
80
-6,157
81
-3,796
82
-21,188
83
-63,750
84
-11,122
85
-17,771