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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.66M 0.02%
5,919
+4,682
402
$1.65M 0.02%
7,337
+1,514
403
$1.65M 0.02%
+6,345
404
$1.64M 0.02%
50,311
+336
405
$1.64M 0.02%
62,918
-2,404
406
$1.63M 0.02%
2,809
+1,103
407
$1.62M 0.02%
43,767
+10,334
408
$1.61M 0.02%
66,794
+19,625
409
$1.61M 0.02%
66,564
+18,216
410
$1.6M 0.02%
26,869
+7,007
411
$1.6M 0.02%
21,256
+1,287
412
$1.58M 0.02%
26,900
+9,132
413
$1.57M 0.02%
21,171
+2,183
414
$1.56M 0.02%
31,547
-66
415
$1.56M 0.02%
64,402
+10,775
416
$1.55M 0.02%
10,029
+2,264
417
$1.55M 0.02%
8,623
+2,674
418
$1.54M 0.02%
29,104
+7,793
419
$1.53M 0.02%
5,113
+2,291
420
$1.53M 0.02%
+33,177
421
$1.51M 0.02%
61,562
+10,030
422
$1.5M 0.02%
28,774
+16,049
423
$1.48M 0.02%
11,503
+6,044
424
$1.48M 0.02%
7,714
+4,911
425
$1.47M 0.02%
3,044
+584
15 16
17
18 19