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SA

Seneschal Advisors Portfolio holdings

AUM $135M
1-Year Est. Return 13.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$424K
3
+$407K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$375K
5
MSFT icon
Microsoft
MSFT
+$288K

Top Sells

1
+$3.43M
2
+$1.24M
3
+$307K
4
COST icon
Costco
COST
+$121K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$29.8K

Sector Composition

1 Technology 6.41%
2 Consumer Discretionary 4.22%
3 Consumer Staples 2.14%
4 Energy 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04K ﹤0.01%
+4
227
$1.04K ﹤0.01%
+3
228
$1.02K ﹤0.01%
+18
229
$1.02K ﹤0.01%
+6
230
$1.01K ﹤0.01%
+5
231
$1.01K ﹤0.01%
+4
232
$993 ﹤0.01%
+22
233
$988 ﹤0.01%
+3
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$983 ﹤0.01%
+4
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$983 ﹤0.01%
+2
236
$981 ﹤0.01%
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$978 ﹤0.01%
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238
$974 ﹤0.01%
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$972 ﹤0.01%
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240
$960 ﹤0.01%
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241
$954 ﹤0.01%
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242
$953 ﹤0.01%
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$953 ﹤0.01%
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$953 ﹤0.01%
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$940 ﹤0.01%
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$915 ﹤0.01%
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$910 ﹤0.01%
+10
249
$899 ﹤0.01%
+4
250
$895 ﹤0.01%
+2
8 9
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