SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$357K 0.01%
+3,360
402
$357K 0.01%
+1,953
403
$356K 0.01%
+4,884
404
$354K 0.01%
3,451
-1,292
405
$354K 0.01%
3,895
406
$347K 0.01%
+5,049
407
$345K 0.01%
6,855
+985
408
$344K 0.01%
4,150
409
$343K 0.01%
+2,974
410
$343K 0.01%
2,964
-8,127
411
$339K 0.01%
+3,128
412
$338K 0.01%
+3,010
413
$338K 0.01%
7,812
+4,374
414
$335K 0.01%
+2,073
415
$334K 0.01%
+5,725
416
$334K 0.01%
+6,799
417
$333K 0.01%
+4,849
418
$333K 0.01%
+3,881
419
$331K 0.01%
+1,684
420
$330K 0.01%
+6,081
421
$330K 0.01%
+2,483
422
$329K 0.01%
4,710
+98
423
$329K 0.01%
+3,762
424
$328K 0.01%
+6,543
425
$328K 0.01%
+4,898
15 16
17
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