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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$264K 0.01%
1,826
-1,246
427
$264K 0.01%
5,467
-119
428
$263K 0.01%
1,176
+48
429
$262K 0.01%
46,982
+5,726
430
$260K 0.01%
+4,534
431
$260K 0.01%
1,203
+128
432
$259K 0.01%
7,284
-681
433
$258K 0.01%
4,464
-690
434
$256K 0.01%
4,204
-168
435
$256K 0.01%
11,121
-1,580
436
$255K 0.01%
1,497
-40
437
$253K 0.01%
7,118
-2,858
438
$252K 0.01%
3,529
-1,764
439
$252K 0.01%
2,345
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440
$251K 0.01%
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-1,648
441
$250K 0.01%
3,189
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442
$249K 0.01%
17,188
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443
$246K 0.01%
3,247
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444
$246K 0.01%
804
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445
$245K 0.01%
+6,336
446
$245K 0.01%
3,835
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447
$243K 0.01%
8,420
-3,292
448
$242K 0.01%
6,290
-775
449
$241K 0.01%
2,270
+29
450
$238K 0.01%
9,277
+110
16 17
18
19 20