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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.85M 0.05%
71,866
+7
227
$3.8M 0.05%
45,160
+1,010
228
$3.77M 0.05%
39,889
+715
229
$3.76M 0.05%
25,825
-6,817
230
$3.75M 0.05%
11,125
-1,310
231
$3.7M 0.05%
21,259
-2,461
232
$3.67M 0.05%
13,551
-557
233
$3.66M 0.05%
86,980
+17,222
234
$3.61M 0.04%
22,766
-100
235
$3.58M 0.04%
5,829
-620
236
$3.57M 0.04%
30,281
-13,472
237
$3.57M 0.04%
45,221
-3,872
238
$3.52M 0.04%
228,414
239
$3.51M 0.04%
+32,362
240
$3.5M 0.04%
64,726
-18,201
241
$3.48M 0.04%
26,023
-4,451
242
$3.46M 0.04%
19,109
-721
243
$3.45M 0.04%
126,893
+4,592
244
$3.45M 0.04%
92,946
-24,041
245
$3.44M 0.04%
14,864
-730
246
$3.42M 0.04%
30,933
+149
247
$3.38M 0.04%
15,862
-4,126
248
$3.34M 0.04%
6,225
-649
249
$3.34M 0.04%
32,528
-1,177
250
$3.26M 0.04%
45,451
-5,861
8 9
10
11 12