We are live on ! Find out more
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
276
$755 ﹤0.01%
+10
277
$739 ﹤0.01%
+3
278
$736 ﹤0.01%
+3
279
$718 ﹤0.01%
+1
280
$709 ﹤0.01%
+3
281
$703 ﹤0.01%
+2
282
$698 ﹤0.01%
+5
283
$696 ﹤0.01%
+12
284
$694 ﹤0.01%
+2
285
$691 ﹤0.01%
+4
286
$691 ﹤0.01%
+2
287
$689 ﹤0.01%
+3
288
$689 ﹤0.01%
+7
289
$684 ﹤0.01%
+4
290
$675 ﹤0.01%
+2
291
$674 ﹤0.01%
+4
292
$671 ﹤0.01%
+10
293
$667 ﹤0.01%
+5
294
$667 ﹤0.01%
+5
295
$666 ﹤0.01%
+2
296
$658 ﹤0.01%
+2
297
$656 ﹤0.01%
+5
298
$654 ﹤0.01%
+4
299
$654 ﹤0.01%
+3
300
$652 ﹤0.01%
+3
10 11
12
13 14