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
351
$1.76M 0.02%
51,616
352
$1.76M 0.02%
19,512
-2,911
353
$1.75M 0.02%
13,366
+15
354
$1.74M 0.02%
101,720
-69,900
355
$1.72M 0.02%
6,815
-522
356
$1.7M 0.02%
33,809
-14,081
357
$1.69M 0.02%
14,900
-2,139
358
$1.69M 0.02%
24,634
-5,560
359
$1.67M 0.02%
5,726
-619
360
$1.66M 0.02%
17,986
-1,097
361
$1.66M 0.02%
5,169
+519
362
$1.65M 0.02%
7,174
-543
363
$1.64M 0.02%
8,557
-66
364
$1.63M 0.02%
62,336
-582
365
$1.62M 0.02%
3,105
-588
366
$1.62M 0.02%
14,890
-939
367
$1.6M 0.02%
60,561
-23,693
368
$1.58M 0.02%
21,836
-5,064
369
$1.58M 0.02%
5,895
-1,200
370
$1.58M 0.02%
1,044
-1,738
371
$1.57M 0.02%
27,298
-22,777
372
$1.57M 0.02%
31,591
+44
373
$1.57M 0.02%
22,461
-5,115
374
$1.56M 0.02%
110,749
+411
375
$1.56M 0.02%
134,108
-11
13 14
15
16 17