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
251
$3.11M 0.04%
24,082
+933
252
$3.09M 0.04%
30,917
-16
253
$3.07M 0.04%
73,958
+1,596
254
$3.07M 0.04%
5,156
+523
255
$3.04M 0.04%
158,270
+1,894
256
$2.99M 0.04%
29,303
-4,899
257
$2.97M 0.04%
49,206
+2,003
258
$2.95M 0.04%
744
+20
259
$2.94M 0.04%
14,216
+665
260
$2.91M 0.04%
15,899
+1,035
261
$2.91M 0.04%
12,562
+440
262
$2.89M 0.03%
27,137
+1,826
263
$2.85M 0.03%
20,186
+741
264
$2.84M 0.03%
59,647
+1,945
265
$2.73M 0.03%
37,637
+1,494
266
$2.72M 0.03%
+15,885
267
$2.72M 0.03%
92,155
+3,302
268
$2.71M 0.03%
18,593
-1,682
269
$2.71M 0.03%
87,482
-16,044
270
$2.71M 0.03%
22,820
+2,849
271
$2.7M 0.03%
11,844
+858
272
$2.69M 0.03%
+22,467
273
$2.68M 0.03%
17,093
+1,259
274
$2.65M 0.03%
26,369
-5,522
275
$2.61M 0.03%
31,068
+255
9 10
11
12 13