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
351
$2.01M 0.02%
84,254
+31,912
352
$2M 0.02%
27,576
+10,848
353
$1.99M 0.02%
63,870
+6,765
354
$1.96M 0.02%
94,758
+20,898
355
$1.96M 0.02%
135,797
+87,278
356
$1.94M 0.02%
688,909
+532,012
357
$1.94M 0.02%
212,999
+135,886
358
$1.93M 0.02%
+30,291
359
$1.91M 0.02%
+14,036
360
$1.9M 0.02%
56,475
+6
361
$1.9M 0.02%
78,732
-36,325
362
$1.9M 0.02%
32,750
+9,397
363
$1.89M 0.02%
25,361
+16,950
364
$1.86M 0.02%
33,793
365
$1.86M 0.02%
7,095
+2,372
366
$1.85M 0.02%
4,744
+1,773
367
$1.85M 0.02%
+13,586
368
$1.84M 0.02%
2,099
+900
369
$1.84M 0.02%
29,040
+7,470
370
$1.84M 0.02%
18,270
+14,689
371
$1.82M 0.02%
14,023
+3,564
372
$1.82M 0.02%
17,375
+961
373
$1.82M 0.02%
4,556
+3,635
374
$1.81M 0.02%
+17,563
375
$1.81M 0.02%
+3,693
13 14
15
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