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
351
$251K 0.01%
7,700
352
$249K 0.01%
250
-10
353
$249K 0.01%
+1,144
354
$248K 0.01%
4,242
+59
355
$247K 0.01%
3,450
356
$247K 0.01%
+3,534
357
$247K 0.01%
5,640
+40
358
$244K 0.01%
+2,838
359
$240K 0.01%
+3,505
360
$236K 0.01%
+4,049
361
$233K 0.01%
3,763
+205
362
$233K 0.01%
669
-1
363
$233K 0.01%
+3,199
364
$232K 0.01%
+5,296
365
$232K 0.01%
+815
366
$231K 0.01%
+10,000
367
$229K 0.01%
+691
368
$229K 0.01%
+7,258
369
$227K 0.01%
+3,925
370
$226K 0.01%
+1,712
371
$225K 0.01%
5,244
+121
372
$225K 0.01%
+1,155
373
$225K 0.01%
+1,694
374
$223K 0.01%
7,395
+210
375
$222K 0.01%
+544
13 14
15
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