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
326
$2.32M 0.03%
9,611
+6,733
327
$2.32M 0.03%
70,063
+57,604
328
$2.32M 0.03%
51,010
329
$2.31M 0.03%
+22,866
330
$2.29M 0.03%
+16,556
331
$2.28M 0.03%
13,380
-422
332
$2.28M 0.03%
361,420
+290,949
333
$2.27M 0.03%
17,990
-4,107
334
$2.26M 0.03%
24,750
-1,444
335
$2.26M 0.03%
17,022
+5,849
336
$2.25M 0.03%
2,979
+470
337
$2.19M 0.03%
+37,439
338
$2.17M 0.03%
29,547
-1,971
339
$2.17M 0.03%
4
340
$2.17M 0.03%
47,890
+35,936
341
$2.17M 0.03%
86,316
-42
342
$2.16M 0.03%
16,555
+4,191
343
$2.14M 0.03%
19,050
+12,969
344
$2.14M 0.03%
39,041
+25,792
345
$2.12M 0.03%
9,696
+574
346
$2.11M 0.03%
9,086
+1,142
347
$2.09M 0.03%
+104,783
348
$2.09M 0.03%
60,128
+2,547
349
$2.04M 0.03%
15,332
+8,178
350
$2.02M 0.03%
8,953
+4,451
12 13
14
15 16