SHA
Seneca House Advisors Portfolio holdings
AUM
$267M
1-Year Est. Return
15.94%
This Fund
S&P 500
1 Year Est. Return
+15.94%
AUM
$267M
AUM Growth
+$19.7M
(+8%)
Holding
104
Top Buys
| 1 | +$7.33M | |
| 2 | +$6.59M | |
| 3 | +$4.05M | |
| 4 |
CrowdStrike
CRWD
|
+$3.51M |
| 5 |
Chord Energy
CHRD
|
+$3.07M |
Top Sells
| 1 | +$4.58M | |
| 2 | +$4.54M | |
| 3 | +$3.85M | |
| 4 |
Home Depot
HD
|
+$2.84M |
| 5 |
Oneok
OKE
|
+$2.19M |
Sector Composition
| 1 | Financials | 17.25% |
| 2 | Technology | 9.9% |
| 3 | Communication Services | 8.1% |
| 4 | Real Estate | 6.91% |
| 5 | Consumer Staples | 5.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Express
AXP
$210B
| $204K | 0.08% |
+552
|
|
||
102
Kinross Gold
KGC
$44.2B
| $204K | 0.08% |
+7,250
|
|
||
103
Dell
DELL
$99.6B
| – | – |
-1,554
|
|
||
|
IBDQ
104
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-14,261
|
|