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
351
$739K 0.02%
4,149
+752
352
$737K 0.02%
3,933
+1,774
353
$734K 0.02%
+32,211
354
$734K 0.02%
6,510
+3,258
355
$734K 0.02%
33,521
+5,888
356
$733K 0.02%
10,687
+1,408
357
$731K 0.02%
5,645
+2,768
358
$730K 0.02%
4,904
+2,602
359
$726K 0.02%
2,607
+440
360
$717K 0.02%
3,803
+536
361
$712K 0.02%
7,571
+2,807
362
$706K 0.02%
28,549
+4,321
363
$706K 0.02%
15,744
+3,334
364
$705K 0.02%
7,930
+1,886
365
$700K 0.02%
11,383
+5,703
366
$700K 0.02%
9,151
+3,031
367
$689K 0.02%
21,659
+456
368
$685K 0.02%
8,347
+3,189
369
$684K 0.02%
37,660
+10,165
370
$683K 0.02%
14,762
+8,426
371
$682K 0.02%
8,400
+2,259
372
$681K 0.02%
2,359
+1,399
373
$673K 0.02%
4,965
+1,383
374
$664K 0.02%
+2,134
375
$654K 0.02%
9,777
+5,252
13 14
15
16 17