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
276
$3.03M 0.04%
52,566
+8,850
277
$3.02M 0.04%
32,103
+15,528
278
$3M 0.04%
15,594
+13,654
279
$2.99M 0.04%
3,714
+2,373
280
$2.97M 0.04%
5,768
+4,257
281
$2.95M 0.04%
+50,656
282
$2.9M 0.04%
+24,312
283
$2.9M 0.04%
+117,498
284
$2.87M 0.04%
69,936
+53,946
285
$2.87M 0.04%
11,352
+5,249
286
$2.86M 0.04%
5,255
+3,660
287
$2.84M 0.04%
60,824
+38,784
288
$2.84M 0.04%
27,141
+7,991
289
$2.81M 0.03%
8,315
+3,054
290
$2.8M 0.03%
+122,116
291
$2.79M 0.03%
7,348
+4,426
292
$2.78M 0.03%
14,850
+4,153
293
$2.76M 0.03%
55,027
-15,591
294
$2.74M 0.03%
21,023
+15,615
295
$2.71M 0.03%
228,414
296
$2.71M 0.03%
+24,758
297
$2.7M 0.03%
34,679
+19,977
298
$2.7M 0.03%
111,541
+16,830
299
$2.67M 0.03%
8,516
+6,469
300
$2.63M 0.03%
38,809
+21,279
10 11
12
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