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
151
$1.38M 0.06%
23,693
+5,774
152
$1.37M 0.06%
28,508
-1,056
153
$1.36M 0.06%
35,853
+6,106
154
$1.36M 0.06%
63,501
+4,236
155
$1.34M 0.06%
13,941
+4,804
156
$1.34M 0.06%
3,825
+310
157
$1.33M 0.06%
2,866
+51
158
$1.33M 0.06%
21,341
-519
159
$1.31M 0.06%
15,439
+3,474
160
$1.3M 0.06%
4,747
+358
161
$1.28M 0.06%
15,378
+4,705
162
$1.27M 0.06%
+15,035
163
$1.25M 0.06%
19,396
+1,903
164
$1.24M 0.06%
13,505
+872
165
$1.24M 0.06%
10,887
+805
166
$1.21M 0.06%
5,605
-297
167
$1.19M 0.05%
13,370
+4,674
168
$1.17M 0.05%
11,356
-73
169
$1.17M 0.05%
21,740
-1,674
170
$1.17M 0.05%
6,619
+273
171
$1.17M 0.05%
24,684
-2,789
172
$1.16M 0.05%
7,684
+2,978
173
$1.16M 0.05%
25,929
-3,286
174
$1.14M 0.05%
13,008
-340
175
$1.14M 0.05%
11,718
-21
5 6
7
8 9