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
376
$1.6M 0.02%
1,522
+73
377
$1.57M 0.02%
4,773
+424
378
$1.57M 0.02%
27,500
+202
379
$1.57M 0.02%
64,103
+2,124
380
$1.57M 0.02%
24,874
+2,712
381
$1.55M 0.02%
38,380
382
$1.55M 0.02%
31,935
+2,702
383
$1.55M 0.02%
23,595
-2,751
384
$1.53M 0.02%
3,639
+112
385
$1.53M 0.02%
3,967
+403
386
$1.53M 0.02%
4,626
+868
387
$1.52M 0.02%
20,163
-156,738
388
$1.52M 0.02%
3,551
+305
389
$1.51M 0.02%
72,127
+13,163
390
$1.51M 0.02%
959
+15
391
$1.51M 0.02%
12,621
-3,298
392
$1.5M 0.02%
29,864
-7,350
393
$1.5M 0.02%
62,276
+462
394
$1.48M 0.02%
13,916
+1,551
395
$1.48M 0.02%
19,940
+939
396
$1.47M 0.02%
29,623
-1,968
397
$1.47M 0.02%
34,512
-1,014
398
$1.47M 0.02%
7,219
+45
399
$1.46M 0.02%
28,784
400
$1.46M 0.02%
78,166
+10,844
14 15
16
17 18