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
201
$786K 0.04%
2,741
202
$751K 0.03%
19,915
+921
203
$747K 0.03%
20,079
+6,753
204
$740K 0.03%
10,492
-150
205
$729K 0.03%
4,138
+726
206
$708K 0.03%
+7,596
207
$708K 0.03%
3,402
+589
208
$705K 0.03%
5,982
+440
209
$693K 0.03%
7,011
+2,973
210
$686K 0.03%
19,056
+2,708
211
$682K 0.03%
4,795
-6
212
$676K 0.03%
16,245
-397
213
$674K 0.03%
9,975
+395
214
$671K 0.03%
25,195
215
$665K 0.03%
+3,036
216
$665K 0.03%
2,624
+3
217
$663K 0.03%
3,332
+1
218
$636K 0.03%
9,435
-116
219
$627K 0.03%
3,105
-50
220
$625K 0.03%
10,175
+844
221
$622K 0.03%
2,034
222
$621K 0.03%
2,542
+78
223
$617K 0.03%
1,743
+28
224
$613K 0.03%
2,326
+190
225
$607K 0.03%
4,302
-971
7 8
9
10 11