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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$563K 0.01%
5,590
+300
402
$561K 0.01%
4,465
+1,156
403
$557K 0.01%
+8,903
404
$554K 0.01%
17,767
+6,460
405
$548K 0.01%
12,679
+6,635
406
$548K 0.01%
+12,033
407
$546K 0.01%
83,560
+36,578
408
$545K 0.01%
+18,360
409
$545K 0.01%
14,889
+7,771
410
$544K 0.01%
22,566
-700
411
$540K 0.01%
86,101
+39,599
412
$538K 0.01%
+3,246
413
$537K 0.01%
+10,218
414
$534K 0.01%
229,198
+131,460
415
$534K 0.01%
+19,387
416
$531K 0.01%
+23,437
417
$530K 0.01%
+4,199
418
$528K 0.01%
+4,002
419
$527K 0.01%
5,135
+1,169
420
$527K 0.01%
13,832
+5,854
421
$525K 0.01%
8,737
+2,681
422
$525K 0.01%
7,248
+3,044
423
$523K 0.01%
+9,599
424
$521K 0.01%
5,046
+1,694
425
$518K 0.01%
3,711
+1,026
15 16
17
18 19