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
$120M
AUM Growth
+$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$886K
3 +$805K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$637K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$566K

Top Sells

1 +$893K
2 +$539K
3 +$429K
4
LNG icon
Cheniere Energy
LNG
+$422K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$411K

Sector Composition

1 Financials 6.86%
2 Consumer Staples 5.62%
3 Energy 3.42%
4 Healthcare 2.3%
5 Technology 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,122