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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
51
$127K 0.09%
+1,955
52
$126K 0.09%
+1,121
53
$122K 0.09%
+1,660
54
$120K 0.09%
+1,290
55
$116K 0.08%
+456
56
$116K 0.08%
+975
57
$115K 0.08%
+533
58
$112K 0.08%
+464
59
$107K 0.08%
+240
60
$101K 0.07%
+753
61
$97.6K 0.07%
+241
62
$95.1K 0.07%
+302
63
$90.4K 0.07%
+136
64
$85.4K 0.06%
+303
65
$83.9K 0.06%
+3,113
66
$82.7K 0.06%
+690
67
$80.5K 0.06%
+1,666
68
$80.5K 0.06%
+166
69
$78.2K 0.06%
+1,450
70
$76.5K 0.06%
+224
71
$72.8K 0.05%
+1,363
72
$72.5K 0.05%
+410
73
$71.9K 0.05%
+1,650
74
$68.9K 0.05%
+444
75
$67.6K 0.05%
+292
1 2
3
4 5