SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
This Quarter Return
-16.83%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$1.35B
AUM Growth
+$1.35B
(-14%)
Cap. Flow
+$68.2M
Cap. Flow
% of AUM
5.04%
Top 10 Holdings %
Top 10 Hldgs %
56.88%
Holding
428
New
48
Increased
191
Reduced
110
Closed
62
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$28M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$9.46M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.26M |
| 4 |
Steris
STE
|
$4.15M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.81M |
Top Sells
| 1 |
CBRE Group
CBRE
|
$5.77M |
| 2 |
Medtronic
MDT
|
$4.04M |
| 3 |
Bristol-Myers Squibb
BMY
|
$3.76M |
| 4 |
ATI
ATI
|
$3.57M |
| 5 |
American Express
AXP
|
$3.47M |
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Healthcare | 3.2% |
| 3 | Consumer Discretionary | 2.8% |
| 4 | Financials | 2.6% |
| 5 | Communication Services | 1.81% |