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
451
$1.31M 0.02%
9,393
+3,592
452
$1.31M 0.02%
38,380
+15,276
453
$1.31M 0.02%
28,784
+11,405
454
$1.31M 0.02%
15,496
-2,657
455
$1.31M 0.02%
8,880
+5,021
456
$1.3M 0.02%
7,165
+2,401
457
$1.3M 0.02%
+2,060
458
$1.29M 0.02%
7,400
+3,357
459
$1.28M 0.02%
35,656
+20,654
460
$1.28M 0.02%
+63,045
461
$1.28M 0.02%
16,620
+5,395
462
$1.28M 0.02%
+3,878
463
$1.26M 0.02%
25,498
+10,016
464
$1.26M 0.02%
27,500
+14,150
465
$1.25M 0.02%
+37,268
466
$1.25M 0.02%
5,938
+2,571
467
$1.24M 0.02%
+20,717
468
$1.23M 0.02%
10,643
+6,803
469
$1.22M 0.02%
+49,988
470
$1.22M 0.02%
12,617
+5,924
471
$1.22M 0.02%
43,980
+5,366
472
$1.21M 0.02%
14,697
+9,776
473
$1.21M 0.02%
16,532
+2,573
474
$1.21M 0.02%
4,948
+2,090
475
$1.2M 0.01%
5,934
+3,208
17 18
19
20 21