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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.23M 0.02%
4,477
+58
427
$1.23M 0.02%
7,476
-1,404
428
$1.23M 0.02%
+13,270
429
$1.23M 0.02%
6,631
-1,209
430
$1.22M 0.02%
1,750
-1,059
431
$1.22M 0.02%
80,158
+381
432
$1.22M 0.02%
17,673
+1,288
433
$1.21M 0.02%
32,161
+3,656
434
$1.21M 0.02%
67,322
+3,429
435
$1.2M 0.01%
6,054
-1,346
436
$1.19M 0.01%
100,441
+5,551
437
$1.18M 0.01%
5,553
-1,612
438
$1.18M 0.01%
20,717
-1,660
439
$1.18M 0.01%
64,027
+982
440
$1.17M 0.01%
13,578
-3,285
441
$1.16M 0.01%
26,736
-3,720
442
$1.16M 0.01%
33,772
-23
443
$1.13M 0.01%
+926
444
$1.12M 0.01%
44,971
-68,362
445
$1.11M 0.01%
4,489
-1,120
446
$1.11M 0.01%
+16,505
447
$1.11M 0.01%
30,087
-588,257
448
$1.1M 0.01%
11,546
-2,212
449
$1.1M 0.01%
3,542
-1,237
450
$1.09M 0.01%
1,075
-324
16 17
18
19 20