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
326
$495K 0.01%
+4,897
327
$492K 0.01%
+6,122
328
$488K 0.01%
+749
329
$487K 0.01%
2,769
+837
330
$484K 0.01%
+8,539
331
$482K 0.01%
2,202
+371
332
$479K 0.01%
+5,598
333
$475K 0.01%
+18,790
334
$472K 0.01%
+1,000
335
$472K 0.01%
+3,016
336
$468K 0.01%
+10,331
337
$467K 0.01%
+21,262
338
$464K 0.01%
+1,823
339
$462K 0.01%
+8,382
340
$460K 0.01%
+5,788
341
$459K 0.01%
3,277
+1,400
342
$456K 0.01%
+9,654
343
$456K 0.01%
+1,848
344
$455K 0.01%
3,840
+1,758
345
$453K 0.01%
+1,989
346
$452K 0.01%
7,450
+308
347
$450K 0.01%
+6,810
348
$450K 0.01%
2,202
+732
349
$448K 0.01%
+6,313
350
$446K 0.01%
+11,422
12 13
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