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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
251
$879 ﹤0.01%
+9
252
$879 ﹤0.01%
+4
253
$865 ﹤0.01%
+3
254
$859 ﹤0.01%
+4
255
$853 ﹤0.01%
+2
256
$841 ﹤0.01%
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257
$829 ﹤0.01%
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258
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259
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260
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261
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262
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264
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265
$793 ﹤0.01%
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266
$793 ﹤0.01%
+6
267
$790 ﹤0.01%
+66
268
$785 ﹤0.01%
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$782 ﹤0.01%
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272
$779 ﹤0.01%
+3
273
$773 ﹤0.01%
+1
274
$762 ﹤0.01%
+5
275
$759 ﹤0.01%
+1
9 10
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