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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
176
$3.9K ﹤0.01%
+116
177
$3.65K ﹤0.01%
+139
178
$3.59K ﹤0.01%
+5
179
$2.81K ﹤0.01%
+18
180
$2.39K ﹤0.01%
+5
181
$2.33K ﹤0.01%
+7
182
$2.29K ﹤0.01%
+16
183
$2.28K ﹤0.01%
+17
184
$2.25K ﹤0.01%
+6
185
$2.16K ﹤0.01%
+2
186
$2.01K ﹤0.01%
+24
187
$1.97K ﹤0.01%
+14
188
$1.91K ﹤0.01%
+1
189
$1.91K ﹤0.01%
+2
190
$1.9K ﹤0.01%
+4
191
$1.76K ﹤0.01%
+8
192
$1.76K ﹤0.01%
+56
193
$1.7K ﹤0.01%
+8
194
$1.68K ﹤0.01%
+6
195
$1.67K ﹤0.01%
+10
196
$1.64K ﹤0.01%
+8
197
$1.62K ﹤0.01%
+5
198
$1.59K ﹤0.01%
+11
199
$1.56K ﹤0.01%
+44
200
$1.5K ﹤0.01%
+9
6 7
8
9 10