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
301
$933K 0.02%
+102,250
302
$932K 0.02%
15,017
+8,030
303
$919K 0.02%
2,772
+4
304
$916K 0.02%
10,098
+2,264
305
$915K 0.02%
+17,298
306
$913K 0.02%
23,343
+9,437
307
$907K 0.02%
56,338
-11,462
308
$906K 0.02%
6,039
+4,620
309
$899K 0.02%
4,082
+753
310
$893K 0.02%
23,562
+13,757
311
$888K 0.02%
+36,991
312
$886K 0.02%
2,675
+1,204
313
$885K 0.02%
359
+145
314
$883K 0.02%
438
+268
315
$880K 0.02%
3,459
+451
316
$877K 0.02%
19,395
+7,178
317
$871K 0.02%
27,662
-10,011
318
$869K 0.02%
+20,515
319
$865K 0.02%
16,186
+7,440
320
$864K 0.02%
3,726
+2,214
321
$862K 0.02%
27,827
+10,336
322
$858K 0.02%
6,280
+3,492
323
$849K 0.02%
11,282
-359
324
$847K 0.02%
5,162
+1,239
325
$845K 0.02%
10,242
+582
11 12
13
14 15