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
301
$2.33M 0.03%
51,308
+1,225
302
$2.33M 0.03%
9,699
+3
303
$2.3M 0.03%
84,699
-1,617
304
$2.28M 0.03%
5,501
+1,623
305
$2.28M 0.03%
12,210
-5,409
306
$2.25M 0.03%
7,764
-3,588
307
$2.23M 0.03%
3,980
-1,275
308
$2.21M 0.03%
68,605
+4,735
309
$2.17M 0.03%
10,986
-1,681
310
$2.14M 0.03%
13,013
-1,023
311
$2.14M 0.03%
+10,877
312
$2.14M 0.03%
36,916
-2,125
313
$2.12M 0.03%
51,010
314
$2.11M 0.03%
56,475
315
$2.11M 0.03%
17,482
-81
316
$2.09M 0.03%
13,099
-3,923
317
$2.08M 0.03%
23,147
-1,603
318
$2.07M 0.03%
17,135
+1,041
319
$2.05M 0.03%
91,095
-3,663
320
$2.04M 0.03%
17,836
-9,305
321
$2.03M 0.03%
13,150
-436
322
$2.01M 0.03%
10,299
-10,558
323
$2M 0.02%
7,944
+366
324
$1.98M 0.02%
76,439
+5,519
325
$1.98M 0.02%
4,659
-2,534
11 12
13
14 15