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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$279K 0.01%
170
-84
402
$279K 0.01%
50,680
+8,362
403
$278K 0.01%
960
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404
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4,140
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405
$276K 0.01%
26,385
-6,805
406
$275K 0.01%
2,705
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407
$275K 0.01%
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408
$274K 0.01%
3,000
-1,114
409
$274K 0.01%
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410
$273K 0.01%
6,056
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411
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412
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413
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3,916
414
$272K 0.01%
4,450
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415
$272K 0.01%
3,184
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416
$272K 0.01%
3,352
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418
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3,542
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419
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5,568
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420
$267K 0.01%
7,978
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421
$267K 0.01%
469
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422
$267K 0.01%
23,188
-2,110
423
$266K 0.01%
4,023
+342
424
$265K 0.01%
4,918
+315
425
$265K 0.01%
384
-94
15 16
17
18 19