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
101
$2.6M 0.12%
21,594
+1,522
102
$2.59M 0.12%
44,396
+8,571
103
$2.58M 0.12%
15,351
+822
104
$2.49M 0.11%
105,828
+11,663
105
$2.46M 0.11%
59,495
+8,330
106
$2.45M 0.11%
144,827
+14,394
107
$2.44M 0.11%
106,004
-3,993
108
$2.42M 0.11%
11,293
+1,383
109
$2.41M 0.11%
27,370
+3,303
110
$2.4M 0.11%
164,916
+30,467
111
$2.36M 0.11%
141,244
+18,581
112
$2.35M 0.11%
50,211
+3,944
113
$2.3M 0.11%
10,005
+263
114
$2.27M 0.1%
9,673
+455
115
$2.26M 0.1%
8,639
-34
116
$2.25M 0.1%
178,250
+102
117
$2.19M 0.1%
99,882
+60,024
118
$2.18M 0.1%
8,005
+467
119
$2.18M 0.1%
112,824
+13,693
120
$2.13M 0.1%
22,727
-3
121
$2.12M 0.1%
72,024
-4,748
122
$2.1M 0.1%
5,875
-1,169
123
$2.08M 0.1%
22,600
+1,484
124
$2.06M 0.09%
9,955
+194
125
$2.03M 0.09%
3,278
+4
3 4
5
6 7