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
301
$2.27M 0.03%
82,650
+6,211
302
$2.24M 0.03%
7,620
-88
303
$2.22M 0.03%
12,222
+12
304
$2.22M 0.03%
5,949
-15,388
305
$2.21M 0.03%
57,857
+6,549
306
$2.19M 0.03%
4,902
+243
307
$2.14M 0.03%
82,551
-2,148
308
$2.14M 0.03%
82,243
+10,795
309
$2.14M 0.03%
12,128
+508
310
$2.13M 0.03%
77,786
-32,256
311
$2.13M 0.03%
8,813
+1,998
312
$2.11M 0.03%
10,472
+173
313
$2.11M 0.03%
20,871
+519
314
$2.1M 0.03%
32,921
+1,590
315
$2.1M 0.03%
39,584
+2,668
316
$2.1M 0.03%
5,737
+236
317
$2.05M 0.02%
91,992
+897
318
$2.03M 0.02%
13,616
+517
319
$2.03M 0.02%
43,640
+1,845
320
$2.02M 0.02%
26,295
+1,661
321
$2.01M 0.02%
63,585
-5,020
322
$2M 0.02%
101,241
-1,934
323
$2M 0.02%
18,127
+645
324
$1.97M 0.02%
20,279
+767
325
$1.96M 0.02%
10,866
-11
11 12
13
14 15