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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.47M 0.02%
569
+145
427
$1.47M 0.02%
7,717
+2,758
428
$1.45M 0.02%
16,466
+1,292
429
$1.44M 0.02%
23,512
+5,502
430
$1.44M 0.02%
35,761
+1,468
431
$1.44M 0.02%
4,247
+40
432
$1.42M 0.02%
12,914
+3,754
433
$1.41M 0.02%
4,779
+1,238
434
$1.4M 0.02%
2,933
+2,063
435
$1.39M 0.02%
16,863
+6,454
436
$1.39M 0.02%
7,578
+451
437
$1.39M 0.02%
5,790
+3,866
438
$1.39M 0.02%
2,710
+805
439
$1.38M 0.02%
5,064
+2,339
440
$1.37M 0.02%
21,940
+14,735
441
$1.37M 0.02%
12,006
+9,636
442
$1.37M 0.02%
5,609
+2,005
443
$1.36M 0.02%
10,800
+6,737
444
$1.36M 0.02%
33,594
+9,552
445
$1.36M 0.02%
3,596
+1,155
446
$1.35M 0.02%
42,364
+20,514
447
$1.34M 0.02%
5,523
+3,831
448
$1.34M 0.02%
+30,456
449
$1.33M 0.02%
5,894
-45,433
450
$1.32M 0.02%
11,341
+319
16 17
18
19 20