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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
501
$268 ﹤0.01%
+4
502
$266 ﹤0.01%
+2
503
$262 ﹤0.01%
+6
504
$261 ﹤0.01%
+1
505
$259 ﹤0.01%
+2
506
$258 ﹤0.01%
+8
507
$255 ﹤0.01%
+1
508
$255 ﹤0.01%
+3
509
$255 ﹤0.01%
+1
510
$254 ﹤0.01%
+1
511
$254 ﹤0.01%
+1
512
$253 ﹤0.01%
+5
513
$252 ﹤0.01%
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$243 ﹤0.01%
+2
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516
$236 ﹤0.01%
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517
$235 ﹤0.01%
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$234 ﹤0.01%
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519
$233 ﹤0.01%
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$230 ﹤0.01%
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522
$230 ﹤0.01%
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523
$228 ﹤0.01%
+3
524
$222 ﹤0.01%
+2
525
$220 ﹤0.01%
+6
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