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
251
$3.6M 0.04%
51,312
-3,167
252
$3.55M 0.04%
43,245
+31,978
253
$3.55M 0.04%
21,467
+219
254
$3.47M 0.04%
202,289
+179,884
255
$3.45M 0.04%
973
+347
256
$3.43M 0.04%
44,150
+8,808
257
$3.42M 0.04%
50,075
+25,670
258
$3.35M 0.04%
14,391
+7,894
259
$3.34M 0.04%
14,108
+13,068
260
$3.33M 0.04%
54,015
-1,060
261
$3.3M 0.04%
30,784
+13,415
262
$3.29M 0.04%
+49,093
263
$3.28M 0.04%
39,174
+1,253
264
$3.25M 0.04%
171,620
+93,965
265
$3.24M 0.04%
24,984
+3,138
266
$3.22M 0.04%
20,857
+11,796
267
$3.22M 0.04%
6,449
+5,400
268
$3.18M 0.04%
6,874
+1,528
269
$3.17M 0.04%
7,193
+3,181
270
$3.15M 0.04%
122,301
+6,760
271
$3.15M 0.04%
74,567
+51,670
272
$3.11M 0.04%
72,146
+41,656
273
$3.06M 0.04%
17,619
+4,934
274
$3.03M 0.04%
10,126
+5,541
275
$3.03M 0.04%
19,830
+17,564
9 10
11
12 13