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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.45M 0.02%
70,842
+1,929
402
$1.44M 0.02%
1,751
+1
403
$1.44M 0.02%
17,142
+1,648
404
$1.44M 0.02%
12,993
+379
405
$1.43M 0.02%
13,597
-138
406
$1.42M 0.02%
19,271
+8,203
407
$1.41M 0.02%
8,280
+804
408
$1.41M 0.02%
6,581
-302
409
$1.41M 0.02%
9,073
+352
410
$1.41M 0.02%
5,932
+37
411
$1.4M 0.02%
36,015
+1,421
412
$1.39M 0.02%
10,056
+1,563
413
$1.36M 0.02%
6,484
+246
414
$1.36M 0.02%
11,285
+268
415
$1.36M 0.02%
47,514
-1,410
416
$1.34M 0.02%
47,226
-4,892
417
$1.33M 0.02%
66,520
+2,493
418
$1.32M 0.02%
16,812
-1,817
419
$1.31M 0.02%
443
-21
420
$1.31M 0.02%
6,006
+453
421
$1.3M 0.02%
33,772
422
$1.3M 0.02%
18,174
-155
423
$1.29M 0.02%
35,835
+3,674
424
$1.28M 0.02%
12,305
+4,772
425
$1.27M 0.02%
3,287
+182
15 16
17
18 19