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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
201
$1.5K ﹤0.01%
+1
202
$1.46K ﹤0.01%
+10
203
$1.42K ﹤0.01%
+6
204
$1.4K ﹤0.01%
+13
205
$1.37K ﹤0.01%
+3
206
$1.37K ﹤0.01%
+2
207
$1.35K ﹤0.01%
+7
208
$1.32K ﹤0.01%
+13
209
$1.32K ﹤0.01%
+1
210
$1.29K ﹤0.01%
+7
211
$1.27K ﹤0.01%
+3
212
$1.27K ﹤0.01%
+3
213
$1.24K ﹤0.01%
+10
214
$1.24K ﹤0.01%
+5
215
$1.23K ﹤0.01%
+11
216
$1.21K ﹤0.01%
+70
217
$1.2K ﹤0.01%
+47
218
$1.18K ﹤0.01%
+14
219
$1.18K ﹤0.01%
+6
220
$1.17K ﹤0.01%
+4
221
$1.15K ﹤0.01%
+17
222
$1.14K ﹤0.01%
+5
223
$1.11K ﹤0.01%
+3
224
$1.07K ﹤0.01%
+3
225
$1.06K ﹤0.01%
+11
7 8
9
10 11