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
126
$1.93M 0.09%
147,440
+24,240
127
$1.89M 0.09%
43,205
-1,711
128
$1.86M 0.09%
26,006
+397
129
$1.86M 0.08%
8,653
+1,436
130
$1.81M 0.08%
14,507
+8,048
131
$1.8M 0.08%
99,920
+3,426
132
$1.79M 0.08%
12,281
+985
133
$1.77M 0.08%
11,644
+620
134
$1.76M 0.08%
42,704
+646
135
$1.73M 0.08%
13,295
+1,837
136
$1.71M 0.08%
194,736
-10,178
137
$1.69M 0.08%
49,932
-2
138
$1.69M 0.08%
19,758
+534
139
$1.67M 0.08%
9,163
+134
140
$1.66M 0.08%
4,680
-16
141
$1.64M 0.08%
14,987
-68
142
$1.61M 0.07%
20,850
+2,370
143
$1.57M 0.07%
31,298
-3,114
144
$1.56M 0.07%
21,438
-476
145
$1.52M 0.07%
59,254
+4,306
146
$1.49M 0.07%
49,179
-2,397
147
$1.48M 0.07%
26,906
+137
148
$1.45M 0.07%
10,238
+12
149
$1.44M 0.07%
19,264
+198
150
$1.4M 0.06%
69,416
+5,170
4 5
6
7 8