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
$216M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.86M
3 +$1.19M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$985K
5
MKL icon
Markel Group
MKL
+$650K

Top Sells

1 +$997K
2 +$488K
3 +$361K
4
JPM icon
JPMorgan Chase
JPM
+$330K
5
STWD icon
Starwood Property Trust
STWD
+$272K

Sector Composition

1 Financials 18.74%
2 Consumer Staples 10.8%
3 Technology 9.47%
4 Real Estate 7.18%
5 Healthcare 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$130K 0.06%
21,500
-8,300
77
$81.6K 0.04%
54,752
-2,750
78
-397
79
-11,768
80
-935