SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.25M
3
+$6.39M
4
DD icon
DuPont de Nemours
DD
+$4.34M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.11M

Top Sells

1
+$3.73M
2
+$3.21M
3
+$1.53M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.23M

Sector Composition

1 Technology 7.16%
2 Healthcare 3.39%
3 Financials 3.11%
4 Consumer Discretionary 2.89%
5 Communication Services 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$486K 0.02%
2,572
+426
252
$481K 0.02%
1,574
+432
253
$480K 0.02%
5,247
-132
254
$478K 0.02%
8,610
-493
255
$471K 0.02%
10,770
+1,590
256
$469K 0.02%
18,292
+4
257
$463K 0.02%
1,442
-1
258
$462K 0.02%
9,644
+1,002
259
$460K 0.02%
2,501
260
$459K 0.02%
5,878
+527
261
$457K 0.02%
2,787
+653
262
$455K 0.02%
2,262
263
$453K 0.02%
5,477
+153
264
$447K 0.02%
6,542
-33
265
$440K 0.02%
14,315
+6,308
266
$437K 0.02%
14,433
+3,540
267
$436K 0.02%
21,725
268
$434K 0.02%
10,596
-684
269
$433K 0.02%
7,176
+3,133
270
$432K 0.02%
9,273
+1,998
271
$432K 0.02%
3,633
-202
272
$431K 0.02%
40,400
273
$428K 0.02%
2,895
+501
274
$427K 0.02%
876
+149
275
$423K 0.02%
3,004
+1,072
9 10
11
12 13