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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
151
$9.48K 0.01%
+401
152
$9.16K 0.01%
+196
153
$9.14K 0.01%
+82
154
$8.55K 0.01%
+500
155
$8.41K 0.01%
+52
156
$8.35K 0.01%
+200
157
$8.19K 0.01%
+29
158
$8.1K 0.01%
+72
159
$8.04K 0.01%
+65
160
$7.95K 0.01%
+46
161
$7.8K 0.01%
+33
162
$7.63K 0.01%
+202
163
$6.79K ﹤0.01%
+165
164
$6.71K ﹤0.01%
+159
165
$6.61K ﹤0.01%
+100
166
$6.39K ﹤0.01%
+148
167
$6.24K ﹤0.01%
+1,800
168
$5.4K ﹤0.01%
+25
169
$5.23K ﹤0.01%
+100
170
$5.16K ﹤0.01%
+86
171
$4.89K ﹤0.01%
+7
172
$4.55K ﹤0.01%
+8
173
$4.3K ﹤0.01%
+7
174
$4.15K ﹤0.01%
+37
175
$3.94K ﹤0.01%
+28
5 6
7
8 9