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
326
$290K 0.01%
3,110
+188
327
$288K 0.01%
17,564
-1,137
328
$285K 0.01%
3,467
+11
329
$284K 0.01%
5,272
330
$282K 0.01%
+13,020
331
$281K 0.01%
26,479
-143,934
332
$279K 0.01%
+3,230
333
$278K 0.01%
2,710
-34
334
$278K 0.01%
847
-23
335
$277K 0.01%
5,543
+944
336
$271K 0.01%
1,702
+5
337
$271K 0.01%
1,278
-34
338
$268K 0.01%
8,385
-826
339
$266K 0.01%
4,409
+348
340
$266K 0.01%
8,336
-140
341
$266K 0.01%
5,345
342
$262K 0.01%
1,708
+4
343
$262K 0.01%
+14,000
344
$261K 0.01%
8,025
-2,367
345
$260K 0.01%
3,763
+16
346
$258K 0.01%
946
+80
347
$257K 0.01%
714
+29
348
$253K 0.01%
2,297
+1
349
$251K 0.01%
+3,635
350
$251K 0.01%
3,342
-133
12 13
14
15 16