SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
1
$333M 15.23%
1,711,454
+61,818
2
$193M 8.82%
2,871,503
+30,571
3
$132M 6.05%
1,120,411
+61,353
4
$112M 5.13%
1,811,936
+8,136
5
$72.6M 3.32%
4,791,114
-81,264
6
$68.5M 3.13%
1,540,438
-83,905
7
$66.9M 3.06%
1,341,631
-4,838
8
$55.2M 2.52%
415,669
+11,807
9
$49M 2.24%
1,749,734
+15,402
10
$39.4M 1.8%
808,992
-11,402
11
$38.8M 1.78%
331,389
+23,788
12
$37.7M 1.73%
192,532
+8,767
13
$35.3M 1.61%
699,084
+61,708
14
$33.7M 1.54%
151,548
+5,742
15
$29.5M 1.35%
1,066,041
-28,201
16
$24.3M 1.11%
267,328
+70,470
17
$23.3M 1.07%
800,470
-9,062
18
$23.3M 1.06%
182,394
-9,674
19
$21.5M 0.98%
132,020
+8,080
20
$21M 0.96%
90,553
+736
21
$19.8M 0.91%
63,144
+7,690
22
$16.5M 0.75%
77,735
-1,422
23
$16.2M 0.74%
727,856
-15,316
24
$14.8M 0.68%
145,072
-4,675
25
$14.7M 0.67%
125,875
-251
1
2 3 4 5