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
451
$463K 0.01%
833
+253
452
$462K 0.01%
+4,962
453
$462K 0.01%
+320
454
$461K 0.01%
1,791
+615
455
$459K 0.01%
21,725
456
$459K 0.01%
32,483
+19,007
457
$457K 0.01%
3,956
+1,028
458
$457K 0.01%
15,048
+7,608
459
$455K 0.01%
52,673
+41,664
460
$453K 0.01%
7,380
+2,138
461
$450K 0.01%
8,836
+3,918
462
$450K 0.01%
9,034
+2,362
463
$447K 0.01%
3,161
+1,479
464
$444K 0.01%
16,764
+2,308
465
$444K 0.01%
+9,008
466
$443K 0.01%
3,069
+476
467
$443K 0.01%
3,858
+860
468
$443K 0.01%
+27,439
469
$441K 0.01%
+2,743
470
$440K 0.01%
+13,404
471
$439K 0.01%
1,298
+627
472
$438K 0.01%
10,004
-354
473
$438K 0.01%
3,687
+246
474
$436K 0.01%
9,861
-1,399
475
$434K 0.01%
2,506
+1,029
17 18
19
20 21