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
376
$1.54M 0.02%
13,515
+1,051
377
$1.52M 0.02%
61,979
+11,991
378
$1.51M 0.02%
10,516
-2,126
379
$1.49M 0.02%
61,814
-4,750
380
$1.49M 0.02%
18,329
+1,797
381
$1.49M 0.02%
18,629
-2,627
382
$1.49M 0.02%
19,001
-19,808
383
$1.46M 0.02%
464
-105
384
$1.46M 0.02%
35,526
-235
385
$1.45M 0.02%
38,380
386
$1.44M 0.02%
58,317
-20,415
387
$1.44M 0.02%
22,162
-4,707
388
$1.44M 0.02%
944
+204
389
$1.42M 0.02%
3,246
-4,102
390
$1.41M 0.02%
12,614
-300
391
$1.41M 0.02%
6,238
-672
392
$1.41M 0.02%
8,721
-1,308
393
$1.41M 0.02%
4,849
-826
394
$1.4M 0.02%
33,620
-36,316
395
$1.4M 0.02%
2,933
-805
396
$1.4M 0.02%
32,163
-1,431
397
$1.4M 0.02%
68,913
-733
398
$1.39M 0.02%
1,449
-650
399
$1.39M 0.02%
28,784
400
$1.39M 0.02%
48,924
-17,870
14 15
16
17 18