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
326
$844K 0.02%
9,583
+3,207
327
$839K 0.02%
637
+431
328
$838K 0.02%
+18,092
329
$837K 0.02%
4,658
+1,902
330
$837K 0.02%
3,905
+1,381
331
$831K 0.02%
23,779
+8,117
332
$830K 0.02%
17,129
+7,652
333
$824K 0.02%
17,634
-2,681
334
$824K 0.02%
45,725
+24,015
335
$817K 0.02%
+3,535
336
$816K 0.02%
16,328
+2,443
337
$810K 0.02%
+32,434
338
$807K 0.02%
12,429
+3,690
339
$803K 0.02%
+33,840
340
$798K 0.02%
14,878
+61
341
$796K 0.02%
3,229
+1,221
342
$791K 0.02%
+14,471
343
$784K 0.02%
11,122
+930
344
$769K 0.02%
10,304
+5,271
345
$763K 0.02%
3,664
+687
346
$759K 0.02%
1,052
+668
347
$755K 0.02%
7,743
+3,362
348
$751K 0.02%
12,780
+2,275
349
$750K 0.02%
1,465
+712
350
$749K 0.02%
8,072
+4,253
12 13
14
15 16