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
276
$1.06M 0.03%
7,576
+4,122
277
$1.06M 0.03%
+41,326
278
$1.05M 0.03%
8,303
+5,120
279
$1.05M 0.03%
12,400
+4
280
$1.05M 0.03%
18,374
+9,633
281
$1.04M 0.03%
+20,276
282
$1.04M 0.03%
+82,030
283
$1.04M 0.03%
3,096
+1,460
284
$1.03M 0.03%
4,687
+1,899
285
$1.03M 0.03%
30,581
+6,886
286
$1.03M 0.03%
3,988
+2,203
287
$1.02M 0.03%
4,165
+1,185
288
$1.02M 0.03%
+11,300
289
$1.01M 0.02%
15,110
+6,520
290
$1M 0.02%
13,471
+5,199
291
$1M 0.02%
13,423
+5,247
292
$996K 0.02%
214,568
+186,002
293
$987K 0.02%
11,767
+5,835
294
$984K 0.02%
15,866
+4,585
295
$978K 0.02%
31,530
-1,100
296
$976K 0.02%
4,606
+1,713
297
$961K 0.02%
12,074
+7,353
298
$951K 0.02%
5,987
+3,701
299
$949K 0.02%
8,920
+1,269
300
$937K 0.02%
7,488
+5,521
10 11
12
13 14