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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.56M 0.04%
11,501
+1,968
227
$1.56M 0.04%
4,779
+1,631
228
$1.55M 0.04%
6,472
+1,100
229
$1.52M 0.04%
22,465
+3,609
230
$1.51M 0.04%
62,436
-5,918
231
$1.5M 0.04%
18,372
-4,058
232
$1.48M 0.04%
31,165
+131
233
$1.47M 0.04%
21,713
+9,520
234
$1.47M 0.04%
+17,041
235
$1.46M 0.04%
5,879
+1,377
236
$1.44M 0.04%
25,229
+7,117
237
$1.43M 0.04%
4,860
+2,454
238
$1.42M 0.03%
34,375
+8,749
239
$1.41M 0.03%
3,756
+2,684
240
$1.4M 0.03%
3,593
+1,032
241
$1.4M 0.03%
20,640
+9,360
242
$1.39M 0.03%
10,846
+8,576
243
$1.39M 0.03%
+27,342
244
$1.37M 0.03%
8,674
+1,039
245
$1.37M 0.03%
14,067
-2,052
246
$1.37M 0.03%
35,024
-23,399
247
$1.36M 0.03%
15,034
+8,745
248
$1.35M 0.03%
+49,355
249
$1.34M 0.03%
6,297
+2,039
250
$1.34M 0.03%
9,071
+3,565
8 9
10
11 12