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
26
$14.4M 0.66%
530,126
+104,274
27
$14.3M 0.65%
380,202
-4,312
28
$14.3M 0.65%
265,454
+1,286
29
$14M 0.64%
161,854
-2,906
30
$13.3M 0.61%
245,570
-12,225
31
$12.5M 0.57%
33,373
+2,018
32
$11.6M 0.53%
66,298
+4,371
33
$10.2M 0.47%
172,866
+11,496
34
$9.78M 0.45%
76,935
+2,301
35
$9.21M 0.42%
573,464
+1,864
36
$9.17M 0.42%
175,017
+12,493
37
$9.09M 0.42%
102,592
-3,142
38
$9.08M 0.42%
24,182
-570
39
$9.07M 0.41%
127,624
+61,051
40
$9.02M 0.41%
166,850
+46,324
41
$8.67M 0.4%
437,049
+1,962
42
$8.58M 0.39%
57,366
+3,271
43
$8.57M 0.39%
260,337
-7,439
44
$7.99M 0.37%
305,183
+24,009
45
$7.94M 0.36%
35,665
+2,558
46
$7.93M 0.36%
258,726
-1,127
47
$7.83M 0.36%
89,380
+920
48
$7.51M 0.34%
13,646
+97
49
$7.07M 0.32%
465,852
+12,618
50
$6.68M 0.31%
25,150
+272
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