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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
101
$38.9K 0.03%
+150
102
$38.6K 0.03%
+480
103
$37.4K 0.03%
+47
104
$37.2K 0.03%
+3,000
105
$36.6K 0.03%
+153
106
$36.5K 0.03%
+312
107
$36.3K 0.03%
+103
108
$36K 0.03%
+300
109
$34.6K 0.03%
+114
110
$34.5K 0.03%
+847
111
$34.4K 0.02%
+1,000
112
$34.1K 0.02%
+100
113
$33.8K 0.02%
+5,190
114
$33.3K 0.02%
+135
115
$30.4K 0.02%
+1,167
116
$29.7K 0.02%
+664
117
$25K 0.02%
+51
118
$25K 0.02%
+1,110
119
$24.5K 0.02%
+250
120
$24.2K 0.02%
+321
121
$23.3K 0.02%
+451
122
$23.1K 0.02%
+70
123
$22.8K 0.02%
+178
124
$21.6K 0.02%
+98
125
$20.7K 0.02%
+150
3 4
5
6 7