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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.73M 0.04%
23,372
+267
227
$3.72M 0.04%
6,368
+143
228
$3.7M 0.04%
40,615
+726
229
$3.7M 0.04%
28,514
+2,689
230
$3.67M 0.04%
24,807
+1,688
231
$3.67M 0.04%
81,205
-11,392
232
$3.65M 0.04%
140,685
-14,268
233
$3.65M 0.04%
50,170
-85
234
$3.64M 0.04%
74,076
+1,592
235
$3.62M 0.04%
88,117
+1,137
236
$3.54M 0.04%
25,094
+2,328
237
$3.53M 0.04%
52,962
+7,741
238
$3.48M 0.04%
76,621
-458,446
239
$3.43M 0.04%
6,328
+253
240
$3.38M 0.04%
101,000
+8,054
241
$3.35M 0.04%
61,297
-3,429
242
$3.35M 0.04%
267,118
-62,605
243
$3.27M 0.04%
97,063
+68,242
244
$3.26M 0.04%
42,539
+1,426
245
$3.25M 0.04%
7,310
+417
246
$3.25M 0.04%
170,143
-7,359
247
$3.25M 0.04%
34,213
+1,685
248
$3.21M 0.04%
130,347
+7,627
249
$3.2M 0.04%
31,591
+4,793
250
$3.14M 0.04%
3,069
+16
8 9
10
11 12