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
51
$6.65M 0.3%
110,795
+8,554
52
$6.49M 0.3%
36,400
53
$6.31M 0.29%
27,106
+792
54
$6.07M 0.28%
25,803
-3,438
55
$5.89M 0.27%
115,541
+5,420
56
$5.72M 0.26%
119,112
+6,921
57
$5.71M 0.26%
65,647
+7,263
58
$5.62M 0.26%
57,895
+23,343
59
$5.15M 0.24%
337,634
+47,882
60
$4.9M 0.22%
83,406
+9,476
61
$4.88M 0.22%
18,504
+1,411
62
$4.84M 0.22%
34,791
+5,408
63
$4.81M 0.22%
34,793
-312
64
$4.78M 0.22%
22,482
-78
65
$4.75M 0.22%
44,349
+3,917
66
$4.6M 0.21%
192,196
+44,937
67
$4.54M 0.21%
77,841
+9,804
68
$4.49M 0.21%
74,994
+27,428
69
$4.46M 0.2%
205,184
+13,450
70
$4.44M 0.2%
84,648
+4,449
71
$4.44M 0.2%
19,851
+4,448
72
$4.36M 0.2%
97,479
+5,395
73
$4.36M 0.2%
118,448
+10,034
74
$4.19M 0.19%
28,249
+1,403
75
$4.17M 0.19%
23,022
+1,673
1 2
3
4 5