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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.32M 0.03%
2,899
+349
227
$1.28M 0.03%
18,449
+806
228
$1.26M 0.03%
20,725
+12,143
229
$1.25M 0.03%
19,974
+1,938
230
$1.24M 0.03%
4,305
+555
231
$1.23M 0.03%
4,497
+1,129
232
$1.19M 0.03%
3,950
+345
233
$1.19M 0.03%
1,780
+381
234
$1.19M 0.03%
7,826
-11,137
235
$1.19M 0.03%
+21,621
236
$1.18M 0.03%
9,454
+1,542
237
$1.17M 0.03%
5,129
+928
238
$1.16M 0.03%
9,792
+547
239
$1.15M 0.03%
10,288
+162
240
$1.15M 0.03%
11,455
+4,261
241
$1.15M 0.03%
12,189
+1,646
242
$1.13M 0.03%
14,466
+768
243
$1.12M 0.03%
2,328
+465
244
$1.12M 0.03%
+11,792
245
$1.11M 0.03%
16,820
+4,763
246
$1.1M 0.03%
13,064
+2,648
247
$1.09M 0.03%
29,220
+3,630
248
$1.09M 0.03%
9,751
+2,223
249
$1.08M 0.03%
9,181
+941
250
$1.07M 0.03%
18,857
+536
8 9
10
11 12