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
251
$3.22M 0.04%
40,387
-249,845
252
$3.21M 0.04%
23,105
-1,879
253
$3.21M 0.04%
31,891
-17,127
254
$3.2M 0.04%
55,253
-27,208
255
$3.18M 0.04%
19,445
-52,469
256
$3.15M 0.04%
6,075
-3,859
257
$3.15M 0.04%
23,149
-1,163
258
$3.14M 0.04%
72,484
+338
259
$3.12M 0.04%
177,502
-417,870
260
$3.11M 0.04%
72,362
-2,205
261
$3.11M 0.04%
110,042
-1,305,088
262
$3.1M 0.04%
41,113
-1,066
263
$3.08M 0.04%
122,720
+11,179
264
$3.05M 0.04%
156,376
-59,782
265
$3.03M 0.04%
34,202
-6,101
266
$3.02M 0.04%
8,430
-1,696
267
$3M 0.04%
20,275
+2,832
268
$2.98M 0.04%
47,203
-3,453
269
$2.97M 0.04%
57,702
-1,496
270
$2.96M 0.04%
3,053
+74
271
$2.94M 0.04%
31,331
-1,112
272
$2.89M 0.04%
12,647
+466
273
$2.82M 0.04%
47,553
-5,013
274
$2.8M 0.03%
13,896
-2,194
275
$2.76M 0.03%
12,122
-2,728
9 10
11
12 13