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
251
$1.34M 0.03%
12,993
+4,838
252
$1.33M 0.03%
12,668
-464
253
$1.33M 0.03%
8,489
+3,436
254
$1.29M 0.03%
15,451
+5,978
255
$1.28M 0.03%
24,457
+7,766
256
$1.27M 0.03%
7,281
-123
257
$1.22M 0.03%
15,504
-3,411
258
$1.2M 0.03%
3,752
+404
259
$1.18M 0.03%
43,634
+9,130
260
$1.17M 0.03%
2,142
+861
261
$1.16M 0.03%
20,550
+7,605
262
$1.15M 0.03%
103,228
+5,875
263
$1.13M 0.03%
18,003
+11,419
264
$1.13M 0.03%
2,059
+1,036
265
$1.11M 0.03%
9,482
+2,871
266
$1.11M 0.03%
+17,620
267
$1.11M 0.03%
7,975
+82
268
$1.1M 0.03%
23,272
-7,821
269
$1.1M 0.03%
24,030
+8,845
270
$1.1M 0.03%
11,423
+2,835
271
$1.09M 0.03%
1,536
+514
272
$1.08M 0.03%
6,203
+4,372
273
$1.08M 0.03%
21,760
+10,656
274
$1.07M 0.03%
27,525
+18,007
275
$1.07M 0.03%
70,155
+52,845
9 10
11
12 13