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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
126
$19.6K 0.01%
+39
127
$19.6K 0.01%
+65
128
$18.7K 0.01%
+281
129
$17.6K 0.01%
+111
130
$17.5K 0.01%
+23
131
$16.2K 0.01%
+100
132
$15.9K 0.01%
+650
133
$15.9K 0.01%
+46
134
$15.2K 0.01%
+218
135
$14.7K 0.01%
+138
136
$14.7K 0.01%
+42
137
$14.7K 0.01%
+128
138
$14K 0.01%
+136
139
$13.9K 0.01%
+139
140
$13.8K 0.01%
+49
141
$12.2K 0.01%
+110
142
$11.8K 0.01%
+300
143
$11.6K 0.01%
+169
144
$11.5K 0.01%
+232
145
$11.5K 0.01%
+57
146
$11.2K 0.01%
+176
147
$11K 0.01%
+126
148
$10.8K 0.01%
+255
149
$10.5K 0.01%
+9
150
$9.61K 0.01%
+161
4 5
6
7 8