SCA
Sensenig Capital Advisors Portfolio holdings
AUM
$98.4M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$98.4M
AUM Growth
–
Holding
33
Top Buys
| 1 | +$27.1M | |
| 2 | +$15.4M | |
| 3 | +$11.4M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$7.33M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$6.08M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1% |
| 2 | Healthcare | 0.98% |
| 3 | Energy | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.07B
| $331K | 0.34% |
+13,101
|
|
||
27
Moody's
MCO
$84B
| $290K | 0.29% |
+567
|
|
||
28
Nuveen ESG US Aggregate Bond ETF
NUBD
$472M
| $268K | 0.27% |
+12,010
|
|
||
29
Eli Lilly
LLY
$991B
| $256K | 0.26% |
+238
|
|
||
30
Toronto Dominion Bank
TD
$160B
| $249K | 0.25% |
+2,647
|
|
||
31
American Express
AXP
$243B
| $243K | 0.25% |
+658
|
|
||
32
Exxon Mobil
XOM
$617B
| $208K | 0.21% |
+1,732
|
|
||
33
Berkshire Hathaway Class B
BRK.B
$1.09T
| $201K | 0.2% |
+400
|
|