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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
451
$338 ﹤0.01%
+4
452
$338 ﹤0.01%
+5
453
$336 ﹤0.01%
+4
454
$335 ﹤0.01%
+4
455
$333 ﹤0.01%
+4
456
$331 ﹤0.01%
+4
457
$329 ﹤0.01%
+4
458
$325 ﹤0.01%
+2
459
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+1
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$323 ﹤0.01%
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+10
462
$322 ﹤0.01%
+2
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+2
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+7
467
$316 ﹤0.01%
+5
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$314 ﹤0.01%
+1
469
$311 ﹤0.01%
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470
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471
$309 ﹤0.01%
+4
472
$309 ﹤0.01%
+1
473
$308 ﹤0.01%
+3
474
$303 ﹤0.01%
+6
475
$302 ﹤0.01%
+3
17 18
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