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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.39M 0.02%
3,527
-1,217
402
$1.38M 0.02%
13,735
+6,476
403
$1.38M 0.02%
11,017
-324
404
$1.37M 0.02%
29,233
-354,420
405
$1.37M 0.02%
14,455
-4,307
406
$1.37M 0.02%
4,692
-27,464
407
$1.37M 0.02%
3,758
-1,355
408
$1.35M 0.02%
17,536
-17,143
409
$1.35M 0.02%
34,594
-9,173
410
$1.34M 0.02%
6,883
+1,931
411
$1.34M 0.02%
15,494
-972
412
$1.32M 0.02%
6,801
-56,124
413
$1.32M 0.02%
14,578
-918
414
$1.32M 0.02%
8,493
+237
415
$1.31M 0.02%
19,527
-3,985
416
$1.31M 0.02%
4,349
-599
417
$1.29M 0.02%
45,292
+1,312
418
$1.28M 0.02%
7,372
-2,021
419
$1.27M 0.02%
9,763
-5,569
420
$1.27M 0.02%
3,564
-4,952
421
$1.25M 0.02%
4,773
-1,121
422
$1.25M 0.02%
5,140
-527
423
$1.25M 0.02%
12,365
+5,303
424
$1.24M 0.02%
1,508
-2,206
425
$1.24M 0.02%
3,118
-478
15 16
17
18 19