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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
351
$522 ﹤0.01%
+4
352
$521 ﹤0.01%
+2
353
$519 ﹤0.01%
+30
354
$519 ﹤0.01%
+5
355
$513 ﹤0.01%
+3
356
$508 ﹤0.01%
+4
357
$504 ﹤0.01%
+2
358
$503 ﹤0.01%
+3
359
$502 ﹤0.01%
+8
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$502 ﹤0.01%
+5
361
$502 ﹤0.01%
+19
362
$501 ﹤0.01%
+3
363
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+4
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$495 ﹤0.01%
+2
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+1
367
$485 ﹤0.01%
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$483 ﹤0.01%
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369
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371
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372
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373
$471 ﹤0.01%
+3
374
$470 ﹤0.01%
+7
375
$469 ﹤0.01%
+5
13 14
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