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
401
$159K 0.01%
16,088
-1,000
402
$145K 0.01%
36,452
-1,300
403
$145K 0.01%
29,360
-3,617
404
$127K 0.01%
27,797
-2,218
405
$127K 0.01%
41,649
+4,333
406
$104K ﹤0.01%
+10,797
407
$87K ﹤0.01%
+2,562
408
$77K ﹤0.01%
1,212
+5
409
$68K ﹤0.01%
11,049
+252
410
$64K ﹤0.01%
+16,111
411
$63K ﹤0.01%
+14,268
412
$57K ﹤0.01%
22,340
+289
413
$43K ﹤0.01%
10,914
+821
414
$30K ﹤0.01%
43,956
-628
415
$30K ﹤0.01%
3,424
416
$17K ﹤0.01%
24,000
417
$8K ﹤0.01%
+223
418
$3K ﹤0.01%
15,000
419
$3K ﹤0.01%
208
420
– –
-814
421
– –
-1,000
422
– –
-4,050
423
– –
-3,560
424
– –
-11,148
425
– –
-12,675
14 15 16
17
18