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
326
$1.96M 0.02%
22,404
+568
327
$1.96M 0.02%
17,268
+10,634
328
$1.96M 0.02%
15,346
-1,318
329
$1.95M 0.02%
17,357
-231
330
$1.95M 0.02%
47,565
+20,265
331
$1.94M 0.02%
13,414
+401
332
$1.93M 0.02%
21,975
-1,172
333
$1.93M 0.02%
32,426
334
$1.91M 0.02%
8,010
+294
335
$1.89M 0.02%
18,247
-250
336
$1.89M 0.02%
17,161
-675
337
$1.89M 0.02%
10,370
+1,813
338
$1.89M 0.02%
31,967
-8,420
339
$1.88M 0.02%
17,038
+2,138
340
$1.87M 0.02%
42,692
+9,072
341
$1.86M 0.02%
15,676
-1,459
342
$1.85M 0.02%
30,747
-22
343
$1.84M 0.02%
81,721
-1,459,403
344
$1.84M 0.02%
12,104
+1,588
345
$1.84M 0.02%
108,414
-120,000
346
$1.82M 0.02%
17,655
+1,150
347
$1.82M 0.02%
63,003
+2,442
348
$1.81M 0.02%
51,616
349
$1.81M 0.02%
111,575
+826
350
$1.81M 0.02%
9,030
+2,399
12 13
14
15 16