SA
Seneschal Advisors Portfolio holdings
AUM
$127M
This Quarter Return
+0.59%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.05%
Holding
36
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$32M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$21.5M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$8.26M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$6.57M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$6.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 5.22% |
| 2 | Technology | 5.13% |
| 3 | Energy | 2.5% |
| 4 | Consumer Staples | 2.5% |
| 5 | Communication Services | 1.55% |
