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
326
$1.98M 0.02%
25,982
-1,050
327
$1.97M 0.02%
103,175
-1,608
328
$1.95M 0.02%
16,664
+646
329
$1.93M 0.02%
28,486
+1,623
330
$1.93M 0.02%
7,716
-6,675
331
$1.92M 0.02%
17,588
-682
332
$1.9M 0.02%
7,596
-1,490
333
$1.9M 0.02%
11,620
-3,271
334
$1.9M 0.02%
41,795
-26,475
335
$1.89M 0.02%
37,214
-50,329
336
$1.88M 0.02%
20,352
-819
337
$1.87M 0.02%
52,118
-8,010
338
$1.87M 0.02%
32,426
-1,367
339
$1.86M 0.02%
18,497
-1,177
340
$1.86M 0.02%
4,277
+30
341
$1.86M 0.02%
30,769
-1,981
342
$1.85M 0.02%
24,510
-4,530
343
$1.83M 0.02%
15,919
-1,456
344
$1.82M 0.02%
50,387
+76
345
$1.8M 0.02%
13,016
-3,539
346
$1.78M 0.02%
5,994
-15
347
$1.77M 0.02%
71,448
+7,046
348
$1.77M 0.02%
26,346
-3,945
349
$1.77M 0.02%
6,820
-2,133
350
$1.77M 0.02%
3,367
+323
12 13
14
15 16