SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
29,360
-3,617
403
$145K 0.01%
36,452
-1,300
404
$127K 0.01%
41,649
+4,333
405
$127K 0.01%
28,631
-2,285
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%
3,424
415
$30K ﹤0.01%
43,956
-628
416
$17K ﹤0.01%
24,000
417
$8K ﹤0.01%
+223
418
$3K ﹤0.01%
208
419
$3K ﹤0.01%
15,000
420
– –
-43,542
421
– –
-1,449
422
– –
-5,710
423
– –
-9,225
424
– –
-6,414
425
– –
-10,227
14 15 16
17
18