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
$128M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.51%
2 Consumer Staples 5.08%
3 Technology 3.37%
4 Energy 3.35%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,264
102
-2,969
103
-7,344
104
-7,044