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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$590K 0.02%
+4,572
302
$586K 0.02%
+5,035
303
$576K 0.02%
+10,704
304
$575K 0.02%
14,595
+4,776
305
$569K 0.02%
+9,420
306
$568K 0.02%
10,694
+274
307
$565K 0.02%
+858
308
$550K 0.02%
+14,270
309
$549K 0.02%
+9,810
310
$548K 0.01%
+8,582
311
$541K 0.01%
+2,090
312
$539K 0.01%
10,806
+2,934
313
$538K 0.01%
+399
314
$537K 0.01%
+5,313
315
$533K 0.01%
21,725
316
$525K 0.01%
11,145
+3,675
317
$525K 0.01%
+9,737
318
$523K 0.01%
+3,596
319
$519K 0.01%
+8,577
320
$519K 0.01%
+7,194
321
$512K 0.01%
+1,718
322
$503K 0.01%
+4,456
323
$503K 0.01%
+595
324
$502K 0.01%
+13,357
325
$497K 0.01%
6,765
-18,743
11 12
13
14 15