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
451
$235K 0.01%
+1,419
452
$232K 0.01%
46,502
-7,743
453
$231K 0.01%
7,700
-1,200
454
$231K 0.01%
3,450
455
$231K 0.01%
8,336
456
$230K 0.01%
97,738
+2,426
457
$229K 0.01%
1,682
-896
458
$228K 0.01%
635
-184
459
$226K 0.01%
6,044
-3,426
460
$226K 0.01%
13,609
+1,090
461
$226K 0.01%
535
-28
462
$224K 0.01%
+1,423
463
$224K 0.01%
1,844
+38
464
$224K 0.01%
2,510
-756
465
$223K 0.01%
206
-5
466
$222K 0.01%
17,310
-10,740
467
$219K 0.01%
1,477
-500
468
$219K 0.01%
1,967
469
$218K 0.01%
+1,309
470
$217K 0.01%
6,514
+326
471
$217K 0.01%
1,501
-165
472
$216K 0.01%
+5,728
473
$216K 0.01%
6,595
-63,284
474
$216K 0.01%
+671
475
$215K 0.01%
3,020
-812
17 18
19
20 21