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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.26M 0.02%
1,671
+163
427
$1.26M 0.02%
46,034
+742
428
$1.26M 0.02%
14,138
+560
429
$1.23M 0.01%
7,706
+334
430
$1.23M 0.01%
13,934
-644
431
$1.22M 0.01%
18,352
+679
432
$1.22M 0.01%
8,915
+1,207
433
$1.22M 0.01%
5,255
+778
434
$1.22M 0.01%
4,427
-265
435
$1.21M 0.01%
+4,601
436
$1.21M 0.01%
5,385
+245
437
$1.21M 0.01%
12,741
-1,714
438
$1.2M 0.01%
19,094
+1,394
439
$1.2M 0.01%
2,743
-190
440
$1.2M 0.01%
3,056
-62
441
$1.19M 0.01%
58,355
+11,615
442
$1.19M 0.01%
78,035
+5,405
443
$1.19M 0.01%
44,643
-328
444
$1.18M 0.01%
29,666
-97,116
445
$1.17M 0.01%
27,063
+327
446
$1.17M 0.01%
985
+59
447
$1.17M 0.01%
17,350
+912
448
$1.17M 0.01%
10,401
+638
449
$1.17M 0.01%
86,932
+120
450
$1.16M 0.01%
14,120
+11,320
16 17
18
19 20