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
276
$2.75M 0.03%
6,893
-1,422
277
$2.74M 0.03%
30,813
+26,129
278
$2.7M 0.03%
15,834
+1,811
279
$2.68M 0.03%
36,143
-16,024
280
$2.66M 0.03%
36,569
+7,022
281
$2.65M 0.03%
90,805
-26,693
282
$2.65M 0.03%
4,633
-1,135
283
$2.63M 0.03%
724
-249
284
$2.6M 0.03%
51,806
-9,018
285
$2.57M 0.03%
7,708
-1,210
286
$2.57M 0.03%
20,420
+2,430
287
$2.57M 0.03%
50,873
-4,154
288
$2.54M 0.03%
88,853
-33,263
289
$2.54M 0.03%
43,361
-1,243
290
$2.54M 0.03%
4
291
$2.47M 0.03%
13,017
-10,301
292
$2.46M 0.03%
26,798
-5,305
293
$2.45M 0.03%
19,971
-892
294
$2.45M 0.03%
25,311
-13,796
295
$2.44M 0.03%
13,335
-45
296
$2.4M 0.03%
37,439
297
$2.4M 0.03%
22,849
-1,909
298
$2.35M 0.03%
33,653
-6,189
299
$2.34M 0.03%
17,576
-128
300
$2.34M 0.03%
34,848
-28,217
10 11
12
13 14