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
376
$647K 0.02%
11,198
+6,734
377
$646K 0.02%
1,583
+716
378
$636K 0.02%
971
+502
379
$632K 0.02%
12,545
+2,650
380
$631K 0.02%
4,219
+2,375
381
$629K 0.02%
8,865
+3,579
382
$621K 0.02%
27,359
383
$616K 0.02%
2,325
+749
384
$614K 0.02%
1,387
+68
385
$610K 0.02%
+1,799
386
$607K 0.01%
19,932
+10,655
387
$599K 0.01%
1,870
+893
388
$598K 0.01%
+1,578
389
$597K 0.01%
57,655
+31,270
390
$597K 0.01%
+7,752
391
$595K 0.01%
+11,450
392
$587K 0.01%
8,163
+1,291
393
$585K 0.01%
1,354
+719
394
$585K 0.01%
20,936
+9,815
395
$580K 0.01%
9,170
+1,344
396
$577K 0.01%
5,707
+3,435
397
$577K 0.01%
18,889
+10,965
398
$576K 0.01%
3,478
+1,204
399
$574K 0.01%
2,415
-11
400
$571K 0.01%
4,517
+1,966
14 15
16
17 18