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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$316K 0.01%
4,909
+127
377
$315K 0.01%
8,352
-1,963
378
$314K 0.01%
8,746
-410
379
$310K 0.01%
1,024
-125
380
$308K 0.01%
2,551
-372
381
$307K 0.01%
3,819
+217
382
$306K 0.01%
4,830
383
$304K 0.01%
2,685
+68
384
$302K 0.01%
3,324
-1,089
385
$299K 0.01%
2,001
-140
386
$299K 0.01%
1,831
387
$298K 0.01%
4,112
388
$298K 0.01%
5,153
-1,348
389
$297K 0.01%
8,369
-321
390
$296K 0.01%
4,525
-1,764
391
$295K 0.01%
11,307
-2,854
392
$293K 0.01%
4,721
-1,312
393
$293K 0.01%
12,095
-3,798
394
$290K 0.01%
1,211
-1,534
395
$289K 0.01%
6,596
-3,180
396
$285K 0.01%
18,205
+6,093
397
$284K 0.01%
580
-384
398
$284K 0.01%
1,994
-435
399
$282K 0.01%
867
-124
400
$282K 0.01%
3,788
-813
14 15
16
17 18