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
301
$2.62M 0.03%
69,758
-11,660
302
$2.6M 0.03%
12,181
+1,588
303
$2.6M 0.03%
39,842
+25,127
304
$2.6M 0.03%
8,918
+1,796
305
$2.59M 0.03%
33,705
+30,579
306
$2.52M 0.03%
12,667
+6,564
307
$2.5M 0.03%
113,333
+68,406
308
$2.5M 0.03%
20,575
+13,806
309
$2.49M 0.03%
+42,179
310
$2.49M 0.03%
20,863
+16,391
311
$2.48M 0.03%
+59,198
312
$2.48M 0.03%
26,839
+20,790
313
$2.45M 0.03%
68,270
+38,643
314
$2.45M 0.03%
4,332
+3,049
315
$2.44M 0.03%
+17,704
316
$2.41M 0.03%
44,604
-8,155
317
$2.39M 0.03%
15,401
+13,243
318
$2.39M 0.03%
14,891
+6,724
319
$2.39M 0.03%
16,090
+4,376
320
$2.38M 0.03%
+32,443
321
$2.38M 0.03%
17,443
+1,611
322
$2.36M 0.03%
+32,021
323
$2.35M 0.03%
15,715
+11,974
324
$2.34M 0.03%
26,105
+18,589
325
$2.34M 0.03%
27,032
+1,165
11 12
13
14 15