SA

Seneschal Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 10.07%
This Quarter Est. Return
1 Year Est. Return
+10.07%
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 +$799K
2 +$449K
3 +$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$390K
5
MSFT icon
Microsoft
MSFT
+$293K

Top Sells

1 +$3.46M
2 +$1.28M
3 +$308K
4
COST icon
Costco
COST
+$117K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$30.9K

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%