Matthew C. Daniel
@Seneca House Advisors
Latest period2024 - Q3ReportedManaged Assets$237.362MTotal holdings88
Assets growth rate2.98%Assets growth rate (2-Q avg)1.6%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Seneca House Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 88 positions.
Assets under management
The assets under management (AUM) of Seneca House Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 237.362M in assets, with a quarterly growth rate of 2.98% and a 2-quarter average growth rate of 1.6%. The portfolio is managed by Matthew C. Daniel, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AMKAssetmark Finl Hldgs Inc
| 0% | $8.529M 246,860 shares@ $34.55 avg price | Exited |