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
451
$1.09M 0.01%
28,351
+2,413
452
$1.09M 0.01%
3,491
-1,573
453
$1.09M 0.01%
23,557
+566
454
$1.08M 0.01%
108,744
455
$1.07M 0.01%
72,630
+1,160
456
$1.06M 0.01%
96,469
-3,141
457
$1.06M 0.01%
7,708
-3,795
458
$1.05M 0.01%
13,802
+311
459
$1.05M 0.01%
4,564
-110,485
460
$1.05M 0.01%
+25,000
461
$1.05M 0.01%
4,710
-640
462
$1.05M 0.01%
22,593
+48
463
$1.05M 0.01%
1,874
-2,458
464
$1.05M 0.01%
+58,964
465
$1.05M 0.01%
16,443
+449
466
$1.04M 0.01%
11,782
+812
467
$1.04M 0.01%
33,739
+1,332
468
$1.03M 0.01%
17,700
-9,800
469
$1.02M 0.01%
26,027
-229
470
$1.02M 0.01%
6,448
+47
471
$1.02M 0.01%
86,812
+3,833
472
$1.02M 0.01%
28,233
-4,885
473
$1.02M 0.01%
354,194
+35,798
474
$1.01M 0.01%
27,300
+1,140
475
$1.01M 0.01%
3,699
-5,912
17 18
19
20 21