SA
Seneschal Advisors Portfolio holdings
AUM
$127M
This Quarter Return
+6.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$10.3M
(+8.8%)
Cap. Flow
+$3.81M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
81.47%
Holding
39
New
6
Increased
15
Reduced
16
Closed
–
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$646K |
| 2 |
Dimensional US Equity ETF
DFUS
|
$191K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$178K |
| 4 |
Apple
AAPL
|
$157K |
| 5 |
Microsoft
MSFT
|
$123K |
Sector Composition
| 1 | Technology | 5.09% |
| 2 | Consumer Discretionary | 4.33% |
| 3 | Consumer Staples | 2.45% |
| 4 | Energy | 2.17% |
| 5 | Communication Services | 1.17% |
