SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$514K 0.01%
3,060
+1,559
427
$514K 0.01%
13,303
+6,466
428
$514K 0.01%
4,240
+1,535
429
$508K 0.01%
7,138
+774
430
$507K 0.01%
6,566
+1,634
431
$505K 0.01%
6,034
+1,922
432
$504K 0.01%
11,310
+4,714
433
$504K 0.01%
4,835
+1,835
434
$504K 0.01%
+15,315
435
$504K 0.01%
595
+152
436
$499K 0.01%
+12,044
437
$488K 0.01%
60,831
+10,151
438
$487K 0.01%
+14,850
439
$486K 0.01%
2,461
+5
440
$484K 0.01%
+1,749
441
$482K 0.01%
+80,610
442
$481K 0.01%
3,546
+1,720
443
$479K 0.01%
25,639
+8,451
444
$476K 0.01%
1,263
+239
445
$476K 0.01%
+2,057
446
$473K 0.01%
2,991
+838
447
$469K 0.01%
2,701
+700
448
$469K 0.01%
+9,394
449
$466K 0.01%
8,080
+3,791
450
$464K 0.01%
7,340
+3,033
16 17
18
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