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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.28M 0.05%
54,610
+8,460
227
$4.28M 0.05%
41,333
+12,733
228
$4.27M 0.05%
+98,761
229
$4.25M 0.05%
98,810
+92,305
230
$4.25M 0.05%
167,316
-687
231
$4.21M 0.05%
19,988
+17,024
232
$4.17M 0.05%
23,318
+20,396
233
$4.17M 0.05%
342,150
+44,581
234
$4.15M 0.05%
63,065
+30,253
235
$4.06M 0.05%
82,461
+51,484
236
$4.06M 0.05%
116,987
+84,352
237
$4.05M 0.05%
16,155
+1,496
238
$4.04M 0.05%
23,720
+14,258
239
$3.99M 0.05%
216,158
+80,320
240
$3.95M 0.05%
77,049
+42,301
241
$3.95M 0.05%
39,107
+18,242
242
$3.87M 0.05%
30,474
+5,929
243
$3.83M 0.05%
71,859
-619
244
$3.77M 0.05%
12,435
+1,961
245
$3.76M 0.05%
26,387
+14,384
246
$3.73M 0.05%
43,753
+19,621
247
$3.7M 0.05%
46,011
+43,342
248
$3.68M 0.05%
40,303
+11,270
249
$3.67M 0.05%
52,167
+24,398
250
$3.6M 0.04%
15,566
+4,087
8 9
10
11 12