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
$8.29B
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
276
$2.61M 0.03%
11,954
-693
277
$2.59M 0.03%
35,931
+1,083
278
$2.52M 0.03%
18,441
+865
279
$2.52M 0.03%
4,465
+485
280
$2.51M 0.03%
27,913
-8,552
281
$2.49M 0.03%
14,355
+459
282
$2.48M 0.03%
37,440
+1
283
$2.48M 0.03%
13,595
+260
284
$2.46M 0.03%
50,444
-1,362
285
$2.45M 0.03%
25,381
-642
286
$2.45M 0.03%
23,374
+525
287
$2.45M 0.03%
4
288
$2.45M 0.03%
93,396
+2,591
289
$2.41M 0.03%
9,646
-53
290
$2.41M 0.03%
6,277
+1,108
291
$2.39M 0.03%
37,766
+4,113
292
$2.38M 0.03%
13,634
+484
293
$2.38M 0.03%
23,708
-49,742
294
$2.36M 0.03%
42,150
-1,211
295
$2.36M 0.03%
30,263
+1,777
296
$2.35M 0.03%
47,018
-535
297
$2.34M 0.03%
16,961
+3,446
298
$2.33M 0.03%
7,750
-14
299
$2.32M 0.03%
13,456
+439
300
$2.28M 0.03%
23,042
+9,772
10 11
12
13 14