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
376
$1.81M 0.02%
26,863
+2,549
377
$1.8M 0.02%
219,548
+153,506
378
$1.8M 0.02%
16,094
+178
379
$1.8M 0.02%
19,083
+1,258
380
$1.79M 0.02%
19,674
+16,813
381
$1.79M 0.02%
22,423
+7,398
382
$1.79M 0.02%
70,920
+16,578
383
$1.78M 0.02%
18,762
-34,938
384
$1.75M 0.02%
15,829
+312
385
$1.75M 0.02%
3,738
+1,396
386
$1.75M 0.02%
30,194
+11,925
387
$1.74M 0.02%
+6,009
388
$1.73M 0.02%
5,675
+4,498
389
$1.73M 0.02%
+50,083
390
$1.72M 0.02%
+6,910
391
$1.72M 0.02%
22,008
+13,521
392
$1.7M 0.02%
12,642
-31,641
393
$1.7M 0.02%
21,943
+14,175
394
$1.69M 0.02%
10,767
+9,368
395
$1.69M 0.02%
51,616
396
$1.68M 0.02%
69,646
-7,946
397
$1.67M 0.02%
134,119
-267
398
$1.67M 0.02%
13,351
+3,808
399
$1.67M 0.02%
16,018
-196
400
$1.66M 0.02%
17,039
+5,846
14 15
16
17 18