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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
76
$67.4K 0.05%
+2,475
77
$67.1K 0.05%
+4,707
78
$65.5K 0.05%
+2,321
79
$65.2K 0.05%
+2,048
80
$64.9K 0.05%
+4,420
81
$64.4K 0.05%
+1,466
82
$60.7K 0.04%
+915
83
$60.4K 0.04%
+326
84
$60.4K 0.04%
+800
85
$59.6K 0.04%
+2,404
86
$58.6K 0.04%
+183
87
$55.1K 0.04%
+329
88
$54.6K 0.04%
+491
89
$53.5K 0.04%
+484
90
$51.9K 0.04%
+453
91
$49K 0.04%
+227
92
$48.8K 0.04%
+664
93
$48.7K 0.04%
+343
94
$48.5K 0.04%
+177
95
$46.3K 0.03%
+1,013
96
$43.4K 0.03%
+213
97
$42.8K 0.03%
+989
98
$41.7K 0.03%
+497
99
$40.8K 0.03%
+427
100
$39.3K 0.03%
+152
2 3
4
5 6