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
351
$1.8M 0.02%
13,580
+564
352
$1.8M 0.02%
25,500
+990
353
$1.79M 0.02%
51,010
354
$1.79M 0.02%
7,007
+187
355
$1.78M 0.02%
20,193
-5,789
356
$1.78M 0.02%
56,509
+34
357
$1.77M 0.02%
3,076
-291
358
$1.76M 0.02%
4,309
+32
359
$1.75M 0.02%
6,469
+3,784
360
$1.74M 0.02%
38,231
+6,068
361
$1.73M 0.02%
7,142
-454
362
$1.72M 0.02%
13,516
+150
363
$1.72M 0.02%
1,045
+1
364
$1.72M 0.02%
34,026
-16,847
365
$1.71M 0.02%
5,932
+1,083
366
$1.7M 0.02%
50,382
-5
367
$1.69M 0.02%
+24,074
368
$1.69M 0.02%
15,480
-4,940
369
$1.68M 0.02%
40,869
+22,576
370
$1.67M 0.02%
144,362
+10,254
371
$1.62M 0.02%
24,796
+2,335
372
$1.62M 0.02%
34,147
+338
373
$1.61M 0.02%
7,831
-113
374
$1.6M 0.02%
61,640
-696
375
$1.6M 0.02%
94,245
-7,475
13 14
15
16 17