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
176
$1.13M 0.05%
9,661
+3,035
177
$1.13M 0.05%
16,477
+4
178
$1.12M 0.05%
13,468
+6,033
179
$1.11M 0.05%
9,595
+23
180
$1.1M 0.05%
28,352
+21,129
181
$1.08M 0.05%
6,120
182
$1.07M 0.05%
17,323
+821
183
$1.06M 0.05%
8,248
-23
184
$1.04M 0.05%
35,319
-1,017
185
$1.02M 0.05%
4,224
+78
186
$1.02M 0.05%
3,732
+9
187
$996K 0.05%
9,132
-183
188
$968K 0.04%
1,936
+14
189
$961K 0.04%
8,852
+48
190
$953K 0.04%
1,762
+143
191
$922K 0.04%
5,744
-66
192
$917K 0.04%
5,432
+573
193
$897K 0.04%
2,381
+122
194
$895K 0.04%
6,795
+1,087
195
$882K 0.04%
69,201
+9,916
196
$869K 0.04%
7,235
+573
197
$860K 0.04%
5,769
+358
198
$846K 0.04%
3,374
+97
199
$828K 0.04%
+15,010
200
$800K 0.04%
4,064
-110
6 7
8
9 10